Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.21M+ 1273.69% |
$48.3M - $56.2M
|
1.3M
$88.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
762K+ 3362.14% |
$30.5M - $35.5M
|
785K
$53.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
559K+ 140.48% |
$22.4M - $26M
|
957K
$65.3M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
297KNew |
$11.9M - $13.8M
|
297K
$20.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
253KNew |
$10.1M - $11.8M
|
253K
$17.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
251KNew |
$10M - $11.7M
|
251K
$17.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
218K+ 48.4% |
$8.72M - $10.1M
|
668K
$45.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
197K+ 6.0% |
$7.88M - $9.17M
|
3.48M
$238M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
181K+ 96.95% |
$7.23M - $8.42M
|
367K
$25.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
170KNew |
$6.81M - $7.92M
|
170K
$11.6M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
153KNew |
$6.14M - $7.14M
|
153K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
142KNew |
$5.68M - $6.6M
|
142K
$9.68M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
119K+ 71.58% |
$4.75M - $5.52M
|
284K
$19.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
101K+ 7.81% |
$4.03M - $4.69M
|
1.39M
$94.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
96.6KNew |
$3.86M - $4.49M
|
96.6K
$6.59M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
90.8KNew |
$3.63M - $4.23M
|
90.8K
$6.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
87.6KNew |
$3.5M - $4.08M
|
87.6K
$5.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
80.1K+ 16.68% |
$3.2M - $3.73M
|
560K
$38.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.5K+ 2.3% |
$3.02M - $3.51M
|
3.36M
$229M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
75.1KNew |
$3M - $3.5M
|
75.1K
$5.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
74.8KNew |
$2.99M - $3.48M
|
74.8K
$5.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
59.6K+ 494.67% |
$2.38M - $2.77M
|
71.6K
$4.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
59.5K+ 6.33% |
$2.38M - $2.77M
|
1M
$68.2M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58.1K+ 84.75% |
$2.33M - $2.71M
|
127K
$8.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.4K+ 5.5% |
$2.18M - $2.53M
|
1.04M
$71.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.3K+ 41.15% |
$1.93M - $2.25M
|
166K
$11.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
46.4K+ 2.55% |
$1.86M - $2.16M
|
1.87M
$128M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
46.4K+ 2.7% |
$1.86M - $2.16M
|
1.76M
$120M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
45.4K+ 11.53% |
$1.82M - $2.11M
|
439K
$30M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
42.4K+ 151.75% |
$1.7M - $1.97M
|
70.4K
$4.8M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
42.4K+ 45.48% |
$1.7M - $1.97M
|
136K
$9.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
41.4K+ 27.82% |
$1.66M - $1.93M
|
190K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.5K+ 5.01% |
$1.62M - $1.89M
|
849K
$58M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.3K+ 371.74% |
$1.49M - $1.73M
|
47.3K
$3.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
36.3KNew |
$1.45M - $1.69M
|
36.3K
$2.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
34.2K+ 165.94% |
$1.37M - $1.59M
|
54.9K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.6K+ 134.1% |
$1.31M - $1.52M
|
57K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.2K+ 2.82% |
$1.29M - $1.5M
|
1.17M
$80.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31.7K+ 63.6% |
$1.27M - $1.48M
|
81.6K
$5.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.6KNew |
$1.26M - $1.47M
|
31.6K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.1K+ 1047.86% |
$1.24M - $1.45M
|
34.1K
$2.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26.9K+ 98.21% |
$1.08M - $1.25M
|
54.3K
$3.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
26.3KNew |
$1.05M - $1.22M
|
26.3K
$1.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.4K+ 66894.74% |
$1.02M - $1.18M
|
25.5K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.3KNew |
$1.01M - $1.18M
|
25.3K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.1K+ 4.0% |
$1M - $1.17M
|
652K
$44.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23.8KNew |
$952K - $1.11M
|
23.8K
$1.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$832K - $969K
|
20.8K
$1.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20.8K+ 95.91% |
$830K - $966K
|
42.4K
$2.89M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
20.7KNew |
$828K - $964K
|
20.7K
$1.41M
|