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 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-430- 3.9% |
$17.2K - $20K
|
10.6K
$722K
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-450- 2.98% |
$18K - $20.9K
|
14.7K
$1M
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-550- 66.67% |
$22K - $25.6K
|
275
$18.8K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-601- 54.29% |
$24K - $28K
|
506
$34.5K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-645- 3.81% |
$25.8K - $30K
|
16.3K
$1.11M
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-667- 9.52% |
$26.7K - $31K
|
6.34K
$432K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-708- 9.23% |
$28.3K - $33K
|
6.97K
$475K
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-740- 12.9% |
$29.6K - $34.4K
|
5K
$341K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-811- 6.81% |
$32.4K - $37.7K
|
11.1K
$758K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-916- 6.11% |
$36.6K - $42.6K
|
14.1K
$960K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-923- 87.9% |
$36.9K - $43K
|
127
$8.67K
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.12K- 8.09% |
$44.6K - $51.9K
|
12.7K
$864K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.13K- 2.19% |
$45K - $52.4K
|
50.2K
$3.43M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 25.05% |
$48.3K - $56.2K
|
3.61K
$247K
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.34K- 0.89% |
$53.4K - $62.1K
|
149K
$10.2M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.35K- 5.75% |
$53.9K - $62.7K
|
22.1K
$1.51M
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.35K- 10.68% |
$54K - $62.8K
|
11.3K
$770K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.4K- 1.86% |
$56.1K - $65.2K
|
74.2K
$5.06M
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.63KClosed |
$65.1K - $75.8K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.68K- 3.08% |
$67.2K - $78.2K
|
52.9K
$3.61M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.68K- 28.01% |
$67.4K - $78.4K
|
4.33K
$295K
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.75K- 1.83% |
$70K - $81.5K
|
94.1K
$6.42M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.76K- 20.48% |
$70.4K - $81.9K
|
6.83K
$466K
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.76K- 25.63% |
$70.4K - $81.9K
|
5.1K
$348K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.78K- 3.04% |
$71K - $82.6K
|
56.6K
$3.86M
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.85K- 5.59% |
$73.9K - $86K
|
31.2K
$2.13M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.97K- 6.88% |
$78.7K - $91.5K
|
26.6K
$1.82M
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.99K- 0.49% |
$79.4K - $92.4K
|
400K
$27.3M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.15K- 9.2% |
$86K - $100K
|
21.2K
$1.45M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.23K- 6.37% |
$89.1K - $104K
|
32.8K
$2.24M
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-2.31K- 0.97% |
$92.2K - $107K
|
235K
$16M
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.32K- 1.77% |
$92.8K - $108K
|
129K
$8.8M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.49K- 5.49% |
$99.7K - $116K
|
42.9K
$2.93M
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-2.57K- 33.11% |
$103K - $120K
|
5.2K
$355K
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-2.58K- 5.17% |
$103K - $120K
|
47.4K
$3.23M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.74K- 6.12% |
$110K - $127K
|
42K
$2.87M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-2.78K- 30.95% |
$111K - $129K
|
6.19K
$422K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.78K- 24.08% |
$111K - $129K
|
8.77K
$599K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.98K- 7.49% |
$119K - $139K
|
36.8K
$2.51M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.39K- 7.76% |
$136K - $158K
|
40.3K
$2.75M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.48K- 3.31% |
$139K - $162K
|
102K
$6.93M
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.65K- 41.02% |
$146K - $170K
|
5.25K
$358K
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.78K- 0.38% |
$151K - $176K
|
983K
$67.1M
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-4K- 40.4% |
$160K - $186K
|
5.9K
$403K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.03K- 5.32% |
$161K - $188K
|
71.8K
$4.9M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.13K- 23.21% |
$165K - $192K
|
13.7K
$932K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.31K- 20.26% |
$172K - $201K
|
17K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.07K- 45.36% |
$203K - $236K
|
6.11K
$417K
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-6.08K- 6.2% |
$243K - $283K
|
92K
$6.28M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 57.48% |
$258K - $300K
|
4.77K
$326K
|