Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 2023. 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 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
31.3K+ 7.06% |
$1.5M - $1.7M
|
475K
$32.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
31.3K+ 70.22% |
$1.5M - $1.7M
|
75.9K
$5.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.7K+ 22.07% |
$1.47M - $1.66M
|
170K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
29.3K+ 6.08% |
$1.4M - $1.59M
|
511K
$34.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.5K+ 2.89% |
$1.37M - $1.55M
|
1.01M
$69.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28.4K+ 22.7% |
$1.36M - $1.54M
|
153K
$10.5M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.6KNew |
$1.27M - $1.44M
|
26.6K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.6K+ 11.59% |
$1.27M - $1.44M
|
256K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
26.1K+ 35.69% |
$1.25M - $1.41M
|
99.1K
$6.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
25KNew |
$1.2M - $1.36M
|
25K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25KNew |
$1.2M - $1.36M
|
25K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24.5K+ 11.87% |
$1.17M - $1.33M
|
231K
$15.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
23.8K+ 31.55% |
$1.14M - $1.29M
|
99.4K
$6.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.5K+ 13.64% |
$983K - $1.11M
|
171K
$11.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
19.5KNew |
$935K - $1.06M
|
19.5K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
19.1KNew |
$914K - $1.03M
|
19.1K
$1.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.8K+ 7.69% |
$901K - $1.02M
|
263K
$18M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16.6KNew |
$797K - $901K
|
16.6K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.6K+ 324.63% |
$794K - $898K
|
21.7K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.8KNew |
$757K - $856K
|
15.8K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.2K+ 226.53% |
$729K - $825K
|
21.9K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
13.6KNew |
$653K - $738K
|
13.6K
$929K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
13.6KNew |
$652K - $737K
|
13.6K
$928K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.6KNew |
$652K - $737K
|
13.6K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
13.2KNew |
$633K - $717K
|
13.2K
$902K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
12.2K+ 44.74% |
$583K - $660K
|
39.4K
$2.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
12.1K+ 1.3% |
$578K - $654K
|
940K
$64.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.7K+ 10.22% |
$515K - $583K
|
116K
$7.91M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.5KNew |
$502K - $568K
|
10.5K
$715K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.3K+ 22.71% |
$492K - $557K
|
55.5K
$3.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$489K - $553K
|
10.2K
$696K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
10.2KNew |
$488K - $552K
|
10.2K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.2KNew |
$487K - $551K
|
10.2K
$693K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.1KNew |
$483K - $547K
|
10.1K
$688K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.81K+ 11.26% |
$470K - $532K
|
96.9K
$6.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
8.74K+ 7.04% |
$419K - $474K
|
133K
$9.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8.6K+ 12.71% |
$412K - $466K
|
76.3K
$5.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.52KNew |
$408K - $462K
|
8.52K
$581K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
8.28K+ 24.47% |
$397K - $449K
|
42.1K
$2.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
7.85K+ 2.31% |
$376K - $426K
|
348K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.79K+ 23.3% |
$373K - $422K
|
41.2K
$2.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.62K+ 61.61% |
$365K - $413K
|
20K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.61KNew |
$365K - $413K
|
7.61K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.47K+ 163.79% |
$358K - $405K
|
12K
$821K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.43K+ 82.62% |
$356K - $403K
|
16.4K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.12K+ 4.5% |
$341K - $386K
|
165K
$11.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.85K+ 132.84% |
$328K - $371K
|
12K
$819K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
6.82K+ 98.12% |
$327K - $370K
|
13.8K
$940K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6.62K+ 0.05% |
$317K - $359K
|
13.8M
$944M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.62K+ 7.29% |
$317K - $359K
|
97.4K
$6.65M
|