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 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
6.53K+ 8.26% |
$313K - $354K
|
85.5K
$5.83M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
6.53K+ 8.26% |
$313K - $354K
|
85.5K
$5.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.38KNew |
$306K - $346K
|
6.38K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.21KNew |
$297K - $336K
|
6.21K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.72KNew |
$274K - $310K
|
5.72K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.69K+ 78.67% |
$273K - $308K
|
12.9K
$881K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
5.62K+ 34.42% |
$269K - $305K
|
21.9K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
5.32K+ 16.05% |
$255K - $288K
|
38.5K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.31K+ 72.73% |
$255K - $288K
|
12.6K
$861K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.29K+ 3.73% |
$254K - $287K
|
147K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.29KNew |
$254K - $287K
|
5.29K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 13.1% |
$250K - $282K
|
45K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.06KNew |
$243K - $274K
|
5.06K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
4.93K+ 4.27% |
$236K - $267K
|
120K
$8.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.85KNew |
$232K - $263K
|
4.85K
$331K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
4.79K+ 110.49% |
$230K - $260K
|
9.13K
$623K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.58KNew |
$219K - $248K
|
4.58K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
4.51KNew |
$216K - $244K
|
4.51K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.47KNew |
$214K - $242K
|
4.47K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4.46KNew |
$214K - $242K
|
4.46K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4.41K+ 3.64% |
$211K - $239K
|
125K
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.33KNew |
$208K - $235K
|
4.33K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.31KNew |
$207K - $234K
|
4.31K
$294K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.22K+ 1.73% |
$202K - $229K
|
248K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.05KNew |
$194K - $220K
|
4.05K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
3.84KNew |
$184K - $208K
|
3.84K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.78KNew |
$181K - $205K
|
3.78K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.77K+ 5.2% |
$181K - $204K
|
76.2K
$5.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.76K+ 37.29% |
$180K - $204K
|
13.8K
$944K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.76K+ 14.78% |
$180K - $204K
|
29.2K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.74K+ 15.54% |
$179K - $203K
|
27.8K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$253K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
3.65K+ 19.39% |
$175K - $198K
|
22.5K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.17K+ 51.78% |
$152K - $172K
|
9.3K
$635K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
3.15K+ 10.58% |
$151K - $171K
|
33K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.12K+ 3.4% |
$150K - $169K
|
94.9K
$6.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.11KNew |
$149K - $169K
|
3.11K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
3KNew |
$144K - $163K
|
3K
$205K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 48.56% |
$137K - $155K
|
8.73K
$595K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.84K+ 69.51% |
$136K - $154K
|
6.92K
$472K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.81K+ 27.72% |
$135K - $152K
|
12.9K
$883K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.75K+ 1.83% |
$132K - $149K
|
153K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.72KNew |
$130K - $147K
|
2.72K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 8.63% |
$130K - $147K
|
34.1K
$2.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.34K+ 12.21% |
$112K - $127K
|
21.5K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.32K+ 33.93% |
$111K - $126K
|
9.14K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 2.46% |
$102K - $115K
|
88.2K
$6.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.1K+ 6.07% |
$100K - $114K
|
36.6K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.07K+ 70.03% |
$99.1K - $112K
|
5.02K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.87K+ 2143.68% |
$89.4K - $101K
|
1.95K
$133K
|