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 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
275+ 5.36% |
$16.9K - $18.5K
|
5.41K
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
254+ 6.07% |
$15.6K - $17.1K
|
4.44K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
253+ 8.59% |
$15.6K - $17K
|
3.2K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
249+ 11.43% |
$15.3K - $16.8K
|
2.43K
$172K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
226New |
$13.9K - $15.2K
|
226
$16K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
225+ 1.42% |
$13.8K - $15.2K
|
16.1K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
195New |
$12K - $13.1K
|
195
$13.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
188New |
$11.6K - $12.7K
|
188
$13.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
187New |
$11.5K - $12.6K
|
187
$13.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
186+ 1.69% |
$11.4K - $12.5K
|
11.2K
$793K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
181New |
$11.1K - $12.2K
|
181
$12.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
181+ 0.72% |
$11.1K - $12.2K
|
25.4K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
128+ 0.52% |
$7.87K - $8.62K
|
24.7K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
111+ 3.17% |
$6.82K - $7.48K
|
3.62K
$257K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
108New |
$6.64K - $7.27K
|
108
$7.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
89+ 0.12% |
$5.47K - $6K
|
75.2K
$5.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
88+ 1.02% |
$5.41K - $5.93K
|
8.69K
$616K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
77+ 0.08% |
$4.73K - $5.19K
|
98.6K
$6.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
63+ 0.27% |
$3.87K - $4.24K
|
23K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
63+ 1.28% |
$3.87K - $4.24K
|
4.99K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
47New |
$2.89K - $3.17K
|
47
$3.33K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
46+ 0.69% |
$2.83K - $3.1K
|
6.68K
$473K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
40+ 0.12% |
$2.46K - $2.69K
|
32.4K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
37+ 0.22% |
$2.27K - $2.49K
|
16.6K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 0.84% |
$2.15K - $2.36K
|
4.2K
$298K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 13.36% |
$1.91K - $2.09K
|
263
$18.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27+ 0.23% |
$1.66K - $1.82K
|
11.8K
$837K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$1.66K - $1.82K
|
27
$1.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
27New |
$1.66K - $1.82K
|
27
$1.92K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
23+ 0.28% |
$1.41K - $1.55K
|
8.2K
$582K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.46% |
$1.35K - $1.48K
|
4.76K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
22+ 55.0% |
$1.35K - $1.48K
|
62
$4.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
21+ 0.08% |
$1.29K - $1.41K
|
26.9K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
15+ 0.08% |
$922 - $1.01K
|
17.9K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
11+ 0.21% |
$676 - $741
|
5.33K
$378K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$615 - $674
|
8.22K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.28% |
$615 - $674
|
3.52K
$250K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9+ 0.26% |
$553 - $606
|
3.44K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$553 - $606
|
9.42K
$668K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.13% |
$492 - $539
|
6.15K
$436K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.16% |
$369 - $404
|
3.8K
$269K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.16% |
$369 - $404
|
3.8K
$269K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$307 - $337
|
5
$355
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
5+ 0.15% |
$307 - $337
|
3.28K
$233K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4+ 0.09% |
$246 - $269
|
4.59K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3+ 0.0% |
$184 - $202
|
79.6K
$5.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3+ 0.06% |
$184 - $202
|
5.22K
$370K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.07% |
$184 - $202
|
4.03K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.04% |
$123 - $135
|
4.84K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$61.5 - $67.4
|
363
$25.7K
|