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
|
Amg National Trust Bank
|
BUY
|
- |
4.59KNew |
$183K - $213K
|
4.59K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.38K+ 7.22% |
$175K - $204K
|
65K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.38K+ 38.38% |
$175K - $204K
|
15.8K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4K+ 9.29% |
$160K - $186K
|
47K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.89K+ 60.31% |
$156K - $181K
|
10.4K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.87K+ 11.7% |
$155K - $180K
|
37K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.58KNew |
$143K - $167K
|
3.58K
$245K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 3.95% |
$129K - $150K
|
85K
$5.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.97K+ 5.17% |
$119K - $138K
|
60.4K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.95K+ 30.53% |
$118K - $137K
|
12.6K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.67K+ 0.18% |
$107K - $124K
|
1.47M
$100M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.55K+ 2.77% |
$102K - $119K
|
94.6K
$6.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.1KNew |
$84K - $97.7K
|
2.1K
$143K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.01K+ 30.95% |
$80.5K - $93.6K
|
8.51K
$581K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2K+ 1000.0% |
$80K - $93.1K
|
2.2K
$150K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.94K+ 5.75% |
$77.8K - $90.5K
|
35.8K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
1.68KNew |
$67.2K - $78.1K
|
1.68K
$115K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.49K+ 8.61% |
$59.8K - $69.5K
|
18.9K
$1.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 2.08% |
$56.4K - $65.6K
|
69.3K
$4.73M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.36K+ 5.21% |
$54.2K - $63.1K
|
27.4K
$1.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
1.21K+ 13.25% |
$48.5K - $56.4K
|
10.4K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.21KNew |
$48.2K - $56.1K
|
1.21K
$82.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.19K+ 5.67% |
$47.6K - $55.3K
|
22.2K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.15K+ 6.07% |
$45.9K - $53.4K
|
20K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.08K+ 15.75% |
$43K - $50K
|
7.9K
$539K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.07KNew |
$43K - $50K
|
1.07K
$73.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.05K+ 13.43% |
$41.8K - $48.7K
|
8.83K
$603K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
1K+ 0.3% |
$40.1K - $46.6K
|
336K
$22.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
977+ 0.52% |
$39.1K - $45.5K
|
188K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
924+ 7.77% |
$37K - $43K
|
12.8K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
828+ 1.79% |
$33.1K - $38.5K
|
47K
$3.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
827+ 15.53% |
$33.1K - $38.5K
|
6.15K
$420K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
817New |
$32.7K - $38K
|
817
$55.8K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
799+ 35.15% |
$32K - $37.2K
|
3.07K
$210K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
790+ 13.09% |
$31.6K - $36.8K
|
6.83K
$466K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
753+ 2.53% |
$30.1K - $35K
|
30.5K
$2.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
727+ 2.63% |
$29.1K - $33.8K
|
28.3K
$1.93M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
691+ 0.93% |
$27.6K - $32.2K
|
75.1K
$5.13M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
656New |
$26.2K - $30.5K
|
656
$44.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
624+ 3.79% |
$25K - $29K
|
17.1K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
591New |
$23.6K - $27.5K
|
591
$40.3K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
583New |
$23.3K - $27.1K
|
583
$39.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
555+ 9.54% |
$22.2K - $25.8K
|
6.38K
$435K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
525+ 1.02% |
$21K - $24.4K
|
52.1K
$3.56M
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
523+ 0.31% |
$20.9K - $24.3K
|
171K
$11.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
499+ 4.9% |
$20K - $23.2K
|
10.7K
$729K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
464New |
$18.6K - $21.6K
|
464
$31.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
416+ 67.86% |
$16.6K - $19.4K
|
1.03K
$70.2K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
370+ 4.26% |
$14.8K - $17.2K
|
9.06K
$618K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$12K - $14K
|
300
$20.5K
|