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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
18.8KNew |
$751K - $874K
|
18.8K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.5K+ 9.68% |
$741K - $862K
|
210K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18K+ 3.51% |
$721K - $839K
|
532K
$37.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
17.8K+ 7.64% |
$712K - $829K
|
251K
$17.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.2KNew |
$607K - $707K
|
15.2K
$1.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
14.8K+ 13.93% |
$591K - $688K
|
121K
$8.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 7.63% |
$552K - $642K
|
195K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 13.79% |
$548K - $638K
|
113K
$8.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
13.2K+ 13.92% |
$528K - $614K
|
108K
$7.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13.1K+ 14.47% |
$526K - $612K
|
104K
$7.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
13K+ 509.16% |
$518K - $603K
|
15.5K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.7K+ 8.12% |
$509K - $592K
|
169K
$12M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
12.1K+ 85.46% |
$486K - $565K
|
26.4K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 19.38% |
$423K - $492K
|
65.1K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 3.3% |
$411K - $478K
|
321K
$22.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
9.67K+ 1.16% |
$387K - $450K
|
843K
$59.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
9.53K+ 18.73% |
$381K - $443K
|
60.4K
$4.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9.38KNew |
$375K - $436K
|
9.38K
$664K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
8.91KNew |
$356K - $415K
|
8.91K
$631K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.89K+ 4.33% |
$356K - $414K
|
214K
$15.2M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.61KNew |
$344K - $401K
|
8.61K
$610K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
8.52K+ 8.84% |
$341K - $396K
|
105K
$7.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
8.15KNew |
$326K - $379K
|
8.15K
$577K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.05KNew |
$322K - $375K
|
8.05K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.03K+ 24.01% |
$321K - $374K
|
41.5K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.94K+ 13.2% |
$318K - $370K
|
68.1K
$4.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
7.94KNew |
$318K - $370K
|
7.94K
$562K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.81K+ 103.35% |
$312K - $363K
|
15.4K
$1.09M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.45KNew |
$298K - $347K
|
7.45K
$527K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.99K+ 4.56% |
$280K - $325K
|
160K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.89KNew |
$275K - $321K
|
6.89K
$488K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
6.77K+ 63.88% |
$271K - $315K
|
17.4K
$1.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.7K+ 0.21% |
$228K - $265K
|
2.71M
$192M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.64KNew |
$225K - $262K
|
5.64K
$399K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.52K+ 47.35% |
$221K - $257K
|
17.2K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.49KNew |
$220K - $256K
|
5.49K
$389K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.44K+ 18.29% |
$218K - $253K
|
35.2K
$2.49M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.35KNew |
$214K - $249K
|
5.35K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.1K+ 6.92% |
$204K - $237K
|
78.7K
$5.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.07KNew |
$203K - $236K
|
5.07K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.99KNew |
$200K - $232K
|
4.99K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.89KNew |
$196K - $227K
|
4.89K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.87KNew |
$195K - $227K
|
4.87K
$345K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.87KNew |
$195K - $226K
|
4.87K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.83KNew |
$193K - $225K
|
4.83K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.83KNew |
$193K - $225K
|
4.83K
$342K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.82KNew |
$193K - $224K
|
4.82K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.66KNew |
$187K - $217K
|
4.66K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
4.66K+ 18.64% |
$186K - $217K
|
29.7K
$2.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
4.6KNew |
$184K - $214K
|
4.6K
$325K
|