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 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-784- 6.15% |
$48.2K - $52.8K
|
12K
$847K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-837- 11.76% |
$51.5K - $56.4K
|
6.28K
$445K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-847- 0.69% |
$52.1K - $57.1K
|
121K
$8.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-854- 1.83% |
$52.5K - $57.5K
|
45.7K
$3.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-873- 4.58% |
$53.7K - $58.8K
|
18.2K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-895- 6.56% |
$55K - $60.3K
|
12.7K
$902K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-907- 11.09% |
$55.8K - $61.1K
|
7.27K
$515K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-962- 13.29% |
$59.1K - $64.8K
|
6.28K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-991- 5.48% |
$60.9K - $66.8K
|
17.1K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.01K- 7.01% |
$61.8K - $67.8K
|
13.3K
$945K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.04K- 7.22% |
$63.7K - $69.8K
|
13.3K
$942K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.05K- 1.3% |
$64.4K - $70.5K
|
79.2K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.13K- 5.51% |
$69.3K - $75.9K
|
19.3K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.16K- 5.99% |
$71.5K - $78.3K
|
18.3K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.24K- 14.12% |
$76.3K - $83.6K
|
7.55K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.25K- 18.95% |
$76.8K - $84.2K
|
5.35K
$379K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.35K- 2.29% |
$82.8K - $90.7K
|
57.5K
$4.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.56K- 1.27% |
$96.1K - $105K
|
121K
$8.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.58K- 75.1% |
$96.9K - $106K
|
523
$37K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.58K- 0.93% |
$97.3K - $107K
|
168K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.59K- 4.16% |
$97.7K - $107K
|
36.6K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 16.82% |
$98.2K - $108K
|
7.9K
$559K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.61K- 10.2% |
$99K - $108K
|
14.2K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.98K- 4.75% |
$122K - $134K
|
39.8K
$2.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.99K- 1.67% |
$122K - $134K
|
117K
$8.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.05K- 17.54% |
$126K - $138K
|
9.63K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.15K- 3.08% |
$132K - $145K
|
67.5K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.62K- 3.71% |
$161K - $176K
|
68.1K
$4.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.63K- 30.61% |
$161K - $177K
|
5.95K
$422K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-2.63K- 2.52% |
$162K - $177K
|
102K
$7.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.71K- 1.79% |
$167K - $183K
|
149K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.83K- 6.22% |
$174K - $190K
|
42.6K
$3.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.87K- 21.8% |
$176K - $193K
|
10.3K
$729K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.07K- 33.59% |
$189K - $207K
|
6.07K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.29K- 27.94% |
$202K - $222K
|
8.48K
$601K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.33K- 1.69% |
$205K - $224K
|
194K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.38K- 23.97% |
$207K - $227K
|
10.7K
$758K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.54K- 28.1% |
$218K - $239K
|
9.07K
$642K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.86K- 20.94% |
$237K - $260K
|
14.6K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.95K- 17.66% |
$243K - $266K
|
18.4K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.98K- 50.75% |
$245K - $268K
|
3.87K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.08K- 1.63% |
$251K - $275K
|
246K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.2K- 13.68% |
$258K - $283K
|
26.5K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.3K- 94.63% |
$264K - $289K
|
244
$17.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-4.37K- 26.07% |
$269K - $294K
|
12.4K
$878K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-4.57K- 3.66% |
$281K - $308K
|
120K
$8.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-4.68K- 32.83% |
$288K - $315K
|
9.58K
$678K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.03K- 5.42% |
$309K - $338K
|
87.7K
$6.21M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-5.03K- 18.79% |
$309K - $339K
|
21.7K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.52K- 0.13% |
$339K - $372K
|
4.36M
$309M
|