Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2025. 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 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
371K+ 4.61% |
$26.2M - $27.3M
|
8.41M
$614M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
111K+ 3719.93% |
$7.88M - $8.2M
|
114K
$8.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.5K+ 983.18% |
$2.3M - $2.39M
|
35.8K
$2.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
14.5K+ 28.3% |
$1.03M - $1.07M
|
65.9K
$4.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
13.2K+ 6.38% |
$936K - $973K
|
221K
$16.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2K+ 102.84% |
$866K - $901K
|
24.1K
$1.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.2K+ 24.99% |
$791K - $823K
|
55.9K
$4.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
10.1K+ 146.17% |
$715K - $743K
|
17K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10K+ 1.93% |
$708K - $736K
|
528K
$38.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.85K+ 14.81% |
$485K - $504K
|
53.1K
$3.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
6.17K+ 50.87% |
$437K - $454K
|
18.3K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
BUY
|
- |
5.46KNew |
$387K - $402K
|
5.46K
$399K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.47K+ 16.1% |
$316K - $329K
|
32.2K
$2.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
3.47K+ 11.13% |
$246K - $256K
|
34.7K
$2.53M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.99K+ 1.3% |
$211K - $220K
|
233K
$17M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.21K+ 19.63% |
$156K - $162K
|
13.4K
$982K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.97K+ 15.82% |
$139K - $145K
|
14.4K
$1.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.37K+ 9.65% |
$97K - $101K
|
15.6K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.22K+ 14.28% |
$86K - $89.4K
|
9.72K
$710K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.16K+ 5.08% |
$82.2K - $85.4K
|
24K
$1.75M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1.04K+ 5.91% |
$73.7K - $76.7K
|
18.7K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
967+ 15.12% |
$68.4K - $71.2K
|
7.36K
$538K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
943+ 4.71% |
$66.7K - $69.4K
|
21K
$1.53M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
941+ 0.66% |
$66.6K - $69.2K
|
144K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
745+ 2.58% |
$52.7K - $54.8K
|
29.6K
$2.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
718+ 7.94% |
$50.8K - $52.8K
|
9.77K
$713K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
394+ 1.6% |
$27.9K - $29K
|
25K
$1.83M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
181+ 1.47% |
$12.8K - $13.3K
|
12.5K
$911K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
168+ 0.48% |
$11.9K - $12.4K
|
35.2K
$2.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
157+ 0.5% |
$11.1K - $11.6K
|
31.7K
$2.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
139New |
$9.84K - $10.2K
|
139
$10.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
111+ 0.55% |
$7.86K - $8.17K
|
20.4K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
68+ 1.17% |
$4.81K - $5K
|
5.9K
$431K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
25+ 0.29% |
$1.77K - $1.84K
|
8.54K
$624K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23+ 0.34% |
$1.63K - $1.69K
|
6.82K
$498K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13+ 0.24% |
$920 - $957
|
5.38K
$393K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
9+ 0.3% |
$637 - $662
|
2.97K
$217K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5+ 0.12% |
$354 - $368
|
4.23K
$309K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.02% |
$283 - $294
|
17.6K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2+ 0.01% |
$142 - $147
|
16.5K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.0% |
$70.8 - $73.6
|
28.4K
$2.07M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.55% |
$70.8 - $73.6
|
183
$13.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7- -0.0% |
$495 - $515
|
234K
$17.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-56- 0.5% |
$3.96K - $4.12K
|
11.1K
$813K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-89- 26.33% |
$6.3K - $6.55K
|
249
$18.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-91- 47.4% |
$6.44K - $6.7K
|
101
$7.38K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-95- 1.89% |
$6.72K - $6.99K
|
4.93K
$360K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-115- 0.32% |
$8.14K - $8.46K
|
35.3K
$2.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-133- 1.91% |
$9.41K - $9.79K
|
6.83K
$499K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-198- 0.1% |
$14K - $14.6K
|
193K
$14.1M
|