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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.83K+ 27.64% |
$87.6K - $99.1K
|
8.44K
$576K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.81K+ 66.25% |
$86.7K - $98K
|
4.54K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.74K+ 4.99% |
$83.4K - $94.3K
|
36.6K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 4.27% |
$81.3K - $92K
|
41.4K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.6K+ 1.84% |
$76.6K - $86.6K
|
88.3K
$6.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.59KNew |
$76.2K - $86.2K
|
1.59K
$109K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.54K+ 29.29% |
$74K - $83.7K
|
6.82K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49K+ 27.1% |
$71.2K - $80.5K
|
6.96K
$475K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.45K+ 23.05% |
$69.4K - $78.5K
|
7.73K
$527K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.34K+ 0.65% |
$64.3K - $72.7K
|
207K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.28K+ 0.45% |
$61.4K - $69.5K
|
287K
$19.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.21K+ 204.91% |
$58K - $65.7K
|
1.8K
$123K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.2KNew |
$57.5K - $65.1K
|
1.2K
$81.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.15K+ 9.62% |
$55.1K - $62.4K
|
13.1K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.08K+ 5.96% |
$51.5K - $58.3K
|
19.1K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.08K+ 3.33% |
$51.5K - $58.3K
|
33.4K
$2.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.05K+ 20.74% |
$50.2K - $56.8K
|
6.09K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
988+ 3.03% |
$47.4K - $53.6K
|
33.6K
$2.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
988New |
$47.4K - $53.6K
|
988
$67.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
930+ 2.42% |
$44.6K - $50.4K
|
39.4K
$2.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
918New |
$44K - $49.8K
|
918
$62.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
861+ 8.84% |
$41.3K - $46.7K
|
10.6K
$723K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
750+ 1.66% |
$35.9K - $40.7K
|
46K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
701+ 26.99% |
$33.6K - $38K
|
3.3K
$225K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
684+ 15.26% |
$32.8K - $37.1K
|
5.17K
$352K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
657+ 5.87% |
$31.5K - $35.6K
|
11.9K
$809K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
600+ 0.36% |
$28.8K - $32.5K
|
168K
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
588+ 0.25% |
$28.2K - $31.9K
|
232K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
574+ 5.12% |
$27.5K - $31.1K
|
11.8K
$805K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
550+ 23.91% |
$26.4K - $29.8K
|
2.85K
$194K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
485+ 275.57% |
$23.2K - $26.3K
|
661
$45.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
457+ 4.52% |
$21.9K - $24.8K
|
10.6K
$721K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
445+ 3.89% |
$21.3K - $24.1K
|
11.9K
$811K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
438New |
$21K - $23.7K
|
438
$29.9K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
432+ 15.07% |
$20.7K - $23.4K
|
3.3K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
430+ 3.13% |
$20.6K - $23.3K
|
14.2K
$967K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
371+ 9.12% |
$17.8K - $20.1K
|
4.44K
$303K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
352+ 0.68% |
$16.9K - $19.1K
|
51.9K
$3.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
347+ 149.57% |
$16.6K - $18.8K
|
579
$39.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
314+ 3.12% |
$15.1K - $17K
|
10.4K
$709K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
280+ 121.74% |
$13.4K - $15.2K
|
510
$34.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
261+ 6.35% |
$12.5K - $14.2K
|
4.37K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
254New |
$12.2K - $13.8K
|
254
$17.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
230+ 3.04% |
$11K - $12.5K
|
7.79K
$532K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
215New |
$10.3K - $11.7K
|
215
$14.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$9.59K - $10.8K
|
200
$13.6K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
198+ 1.03% |
$9.49K - $10.7K
|
19.5K
$1.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
179+ 0.8% |
$8.58K - $9.71K
|
22.5K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
170+ 0.15% |
$8.15K - $9.22K
|
114K
$7.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
165New |
$7.91K - $8.95K
|
165
$11.3K
|