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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-46- 0.69% |
$2.83K - $3.1K
|
6.63K
$457K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-47- 0.01% |
$2.89K - $3.17K
|
376K
$25.9M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-52- 0.37% |
$3.2K - $3.5K
|
13.9K
$958K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-62- 0.82% |
$3.81K - $4.18K
|
7.52K
$519K
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-65- 1.49% |
$4K - $4.38K
|
4.3K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-68- 2.06% |
$4.18K - $4.58K
|
3.23K
$223K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-71- 0.58% |
$4.36K - $4.78K
|
12.1K
$836K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-74- 0.31% |
$4.55K - $4.98K
|
23.5K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-79- 1.81% |
$4.86K - $5.32K
|
4.29K
$296K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-85- 0.12% |
$5.22K - $5.73K
|
70.1K
$4.83M
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-96- 2.93% |
$5.9K - $6.47K
|
3.18K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-98- 0.93% |
$6.02K - $6.6K
|
10.4K
$718K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-100- 0.54% |
$6.15K - $6.74K
|
18.4K
$1.27M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-121- 3.02% |
$7.44K - $8.15K
|
3.89K
$268K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-158- 5.94% |
$9.71K - $10.6K
|
2.5K
$172K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-180- 2.81% |
$11.1K - $12.1K
|
6.23K
$429K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-200- 2.03% |
$12.3K - $13.5K
|
9.64K
$665K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-201- 3.38% |
$12.4K - $13.5K
|
5.75K
$396K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-201- 5.53% |
$12.4K - $13.5K
|
3.43K
$237K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-210- 0.46% |
$12.9K - $14.1K
|
45.2K
$3.12M
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-241- 1.59% |
$14.8K - $16.2K
|
14.9K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-249- 3.22% |
$15.3K - $16.8K
|
7.48K
$516K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-251- 0.34% |
$15.4K - $16.9K
|
73.6K
$5.08M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-294- 1.35% |
$18.1K - $19.8K
|
21.4K
$1.48M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-319- 4.5% |
$19.6K - $21.5K
|
6.77K
$467K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-327- 0.1% |
$20.1K - $22K
|
318K
$21.9M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-345- 13.04% |
$21.2K - $23.2K
|
2.3K
$159K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-357- 3.44% |
$21.9K - $24K
|
10K
$691K
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-359- 7.87% |
$22.1K - $24.2K
|
4.2K
$290K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-364- 0.22% |
$22.4K - $24.5K
|
164K
$11.3M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-369- 3.41% |
$22.7K - $24.9K
|
10.4K
$720K
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-369- 5.62% |
$22.7K - $24.9K
|
6.2K
$427K
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-373- 6.96% |
$22.9K - $25.1K
|
4.98K
$344K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-430- 5.57% |
$26.4K - $29K
|
7.29K
$503K
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-456- 69.3% |
$28K - $30.7K
|
202
$13.9K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-491- 2.55% |
$30.2K - $33.1K
|
18.8K
$1.3M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-497- 2.07% |
$30.6K - $33.5K
|
23.6K
$1.62M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-509- 3.9% |
$31.3K - $34.3K
|
12.6K
$866K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-525- 1.64% |
$32.3K - $35.4K
|
31.5K
$2.17M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-533- 2.24% |
$32.8K - $35.9K
|
23.3K
$1.61M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-587- 1.46% |
$36.1K - $39.5K
|
39.5K
$2.72M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-594- 2.96% |
$36.5K - $40K
|
19.4K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-599- 13.82% |
$36.8K - $40.3K
|
3.73K
$257K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-617- 12.62% |
$37.9K - $41.6K
|
4.27K
$295K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-632- 2.51% |
$38.8K - $42.6K
|
24.5K
$1.69M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-659- 36.13% |
$40.5K - $44.4K
|
1.17K
$80.3K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-734- 3.86% |
$45.1K - $49.4K
|
18.3K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-784- 6.15% |
$48.2K - $52.8K
|
12K
$825K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-837- 11.76% |
$51.5K - $56.4K
|
6.28K
$433K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-847- 0.69% |
$52.1K - $57.1K
|
121K
$8.35M
|