Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
3.74K+ 8.59% |
$230K - $252K
|
47.3K
$3.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.74K+ 3.29% |
$230K - $252K
|
117K
$8.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
3.71K+ 0.79% |
$228K - $250K
|
473K
$32.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.7K+ 6.76% |
$228K - $249K
|
58.5K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.69KNew |
$227K - $249K
|
3.69K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.56K+ 881.19% |
$219K - $240K
|
3.96K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.55KNew |
$218K - $239K
|
3.55K
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.47K+ 6.88% |
$213K - $233K
|
53.8K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.43KNew |
$211K - $231K
|
3.43K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.41KNew |
$209K - $229K
|
3.41K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.39KNew |
$208K - $228K
|
3.39K
$233K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.35KNew |
$206K - $226K
|
3.35K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.35K+ 2.9% |
$206K - $226K
|
119K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.28KNew |
$202K - $221K
|
3.28K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.27KNew |
$201K - $220K
|
3.27K
$225K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.25K+ 38.38% |
$200K - $219K
|
11.7K
$808K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.07KNew |
$189K - $207K
|
3.07K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.07KNew |
$189K - $207K
|
3.07K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.04KNew |
$187K - $205K
|
3.04K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3K+ 1.63% |
$184K - $202K
|
187K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.95K+ 27.25% |
$181K - $199K
|
13.8K
$950K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.73K+ 37.32% |
$168K - $184K
|
10K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.7K+ 6.49% |
$166K - $182K
|
44.3K
$3.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.37K+ 1.9% |
$145K - $159K
|
127K
$8.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.29K+ 11.32% |
$141K - $154K
|
22.5K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
2.22K+ 9.89% |
$137K - $150K
|
24.7K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.12K+ 39.55% |
$130K - $143K
|
7.49K
$516K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.05K+ 32.51% |
$126K - $138K
|
8.34K
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
2.04K+ 0.58% |
$125K - $137K
|
351K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1.91K+ 2.31% |
$118K - $129K
|
84.5K
$5.83M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.91K+ 3.0% |
$117K - $129K
|
65.4K
$4.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.9K+ 4.03% |
$116K - $128K
|
48.9K
$3.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.87K+ 1.15% |
$115K - $126K
|
164K
$11.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.81K+ 8.98% |
$111K - $122K
|
22K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.78K+ 8.31% |
$110K - $120K
|
23.2K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.7K+ 7.04% |
$105K - $115K
|
25.9K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.69KNew |
$104K - $114K
|
1.69K
$116K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
1.58KNew |
$96.8K - $106K
|
1.58K
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.53K+ 2.28% |
$94.3K - $103K
|
68.7K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.5KNew |
$92.1K - $101K
|
1.5K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.42K+ 17.83% |
$87.3K - $95.7K
|
9.38K
$647K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.42K+ 2.75% |
$87K - $95.4K
|
52.9K
$3.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.4K+ 4.69% |
$86.1K - $94.3K
|
31.2K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.32K+ 18.98% |
$81.3K - $89.1K
|
8.29K
$572K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.31K+ 37.22% |
$80.6K - $88.4K
|
4.84K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.27K+ 24.22% |
$77.8K - $85.2K
|
6.49K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.2K+ 8.13% |
$73.6K - $80.7K
|
15.9K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.19K+ 1.52% |
$73.3K - $80.4K
|
79.8K
$5.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.18K+ 3.71% |
$72.7K - $79.7K
|
33.1K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.17K+ 0.78% |
$72.2K - $79.1K
|
151K
$10.4M
|