Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
430+ 8.63% |
$20.9K - $22.9K
|
5.42K
$373K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
343+ 1.37% |
$16.6K - $18.3K
|
25.3K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
343New |
$16.6K - $18.3K
|
343
$23.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
318+ 25.98% |
$15.4K - $17K
|
1.54K
$106K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
305New |
$14.8K - $16.3K
|
305
$21K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
300+ 0.66% |
$14.6K - $16K
|
45.4K
$3.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
300+ 4.62% |
$14.6K - $16K
|
6.8K
$469K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
289+ 3.01% |
$14K - $15.4K
|
9.88K
$681K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
289New |
$14K - $15.4K
|
289
$19.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
278+ 0.42% |
$13.5K - $14.8K
|
65.8K
$4.54M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
259+ 4.54% |
$12.6K - $13.8K
|
5.96K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
214New |
$10.4K - $11.4K
|
214
$14.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 2.97% |
$9.7K - $10.7K
|
6.94K
$479K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
166+ 1.67% |
$8.05K - $8.86K
|
10.1K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
159+ 1.74% |
$7.71K - $8.48K
|
9.31K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
154+ 0.08% |
$7.47K - $8.22K
|
195K
$13.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
152+ 9.15% |
$7.37K - $8.11K
|
1.81K
$125K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.33% |
$1.84K - $2.03K
|
11.7K
$806K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
23+ 0.41% |
$1.12K - $1.23K
|
5.67K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
20+ 0.09% |
$970 - $1.07K
|
23.5K
$1.62M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
15New |
$728 - $800
|
15
$1.03K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14+ 0.3% |
$679 - $747
|
4.62K
$318K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
14+ 0.28% |
$679 - $747
|
4.93K
$340K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13+ 0.28% |
$631 - $694
|
4.68K
$323K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
10+ 0.23% |
$485 - $534
|
4.31K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.06% |
$291 - $320
|
9.62K
$664K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.34% |
$243 - $267
|
1.47K
$101K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.08% |
$194 - $213
|
5.27K
$364K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$194 - $213
|
4.34K
$299K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$97 - $107
|
4.79K
$330K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.01% |
$97 - $107
|
32.1K
$2.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
2+ 0.01% |
$97 - $107
|
18.2K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7Closed |
$340 - $374
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 0.02% |
$388 - $427
|
50.2K
$3.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10- 0.26% |
$485 - $534
|
3.88K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16- 50.0% |
$776 - $854
|
16
$1.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-23- 0.7% |
$1.12K - $1.23K
|
3.26K
$225K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-69Closed |
$3.35K - $3.68K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-88- 1.42% |
$4.27K - $4.7K
|
6.1K
$420K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-93- 0.65% |
$4.51K - $4.96K
|
14.2K
$979K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-99- 1.1% |
$4.8K - $5.28K
|
8.91K
$614K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-132- 0.79% |
$6.4K - $7.04K
|
16.6K
$1.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-136- 3.28% |
$6.6K - $7.26K
|
4.01K
$276K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-159- 1.51% |
$7.71K - $8.48K
|
10.3K
$713K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-165Closed |
$8K - $8.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-175- 2.25% |
$8.49K - $9.34K
|
7.6K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-186- 45.37% |
$9.02K - $9.92K
|
224
$15.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
SELL
|
- |
-187- 1.48% |
$9.07K - $9.98K
|
12.4K
$856K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-191- 3.64% |
$9.26K - $10.2K
|
5.06K
$349K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-201- 6.8% |
$9.75K - $10.7K
|
2.76K
$190K
|