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 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-216- 0.26% |
$10.4K - $11.7K
|
82.8K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-218- 1.67% |
$10.4K - $11.8K
|
12.8K
$906K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-237- 4.7% |
$11.4K - $12.9K
|
4.81K
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-284- 4.9% |
$13.6K - $15.4K
|
5.51K
$390K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-290- 0.86% |
$13.9K - $15.7K
|
33.5K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-313- 0.79% |
$15K - $17K
|
39.5K
$2.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-314- 1.36% |
$15.1K - $17K
|
22.8K
$1.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-320- 4.4% |
$15.3K - $17.4K
|
6.95K
$492K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-328- 0.38% |
$15.7K - $17.8K
|
86.3K
$6.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-334- 3.03% |
$16K - $18.1K
|
10.7K
$757K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-351- 1.51% |
$16.8K - $19K
|
22.8K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-375- 1.3% |
$18K - $20.3K
|
28.4K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-383- 2.25% |
$18.4K - $20.8K
|
16.6K
$1.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-391- 69.08% |
$18.7K - $21.2K
|
175
$12.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-398- 6.2% |
$19.1K - $21.6K
|
6.02K
$426K
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-407- 7.23% |
$19.5K - $22.1K
|
5.23K
$370K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-410- 2.63% |
$19.7K - $22.2K
|
15.2K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-410- 2.63% |
$19.7K - $22.2K
|
15.2K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-419- 3.77% |
$20.1K - $22.7K
|
10.7K
$758K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-454- 1.65% |
$21.8K - $24.6K
|
27.1K
$1.92M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-493- 6.01% |
$23.6K - $26.7K
|
7.71K
$546K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-534- 2.34% |
$25.6K - $29K
|
22.3K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-546- 0.81% |
$26.2K - $29.6K
|
66.7K
$4.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-548- 88.53% |
$26.3K - $29.7K
|
71
$5.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-568- 5.03% |
$27.2K - $30.8K
|
10.7K
$759K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-586- 0.77% |
$28.1K - $31.8K
|
76K
$5.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-640- 2.18% |
$30.7K - $34.7K
|
28.7K
$2.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-650- 3.2% |
$31.2K - $35.2K
|
19.6K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-683- 1.32% |
$32.7K - $37K
|
51.2K
$3.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-684- 1.24% |
$32.8K - $37.1K
|
54.7K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-701- 9.11% |
$33.6K - $38K
|
6.99K
$495K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-711- 15.04% |
$34.1K - $38.6K
|
4.02K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-764- 7.19% |
$36.6K - $41.4K
|
9.86K
$698K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-827- 16.41% |
$39.6K - $44.8K
|
4.21K
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-830- 31.1% |
$39.8K - $45K
|
1.84K
$130K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-907- 12.04% |
$43.5K - $49.2K
|
6.63K
$469K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-910- 2.12% |
$43.6K - $49.3K
|
42K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-910- 1.66% |
$43.6K - $49.3K
|
54K
$3.82M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-934- 20.09% |
$44.8K - $50.6K
|
3.72K
$263K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-954- 1.18% |
$45.7K - $51.7K
|
79.7K
$5.65M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-984- 14.84% |
$47.2K - $53.4K
|
5.65K
$400K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.05K- 9.99% |
$50.5K - $57.1K
|
9.5K
$673K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.12K- 1.55% |
$53.4K - $60.5K
|
70.9K
$5.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 7.77% |
$54.4K - $61.5K
|
13.5K
$953K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.15K- 9.34% |
$55.1K - $62.3K
|
11.2K
$790K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.16K- 4.26% |
$55.6K - $62.9K
|
26.1K
$1.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.19K- 4.09% |
$57.1K - $64.6K
|
28K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.31K- 0.87% |
$62.8K - $71K
|
149K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.41K- 20.82% |
$67.4K - $76.3K
|
5.35K
$379K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.43K- 23.85% |
$68.4K - $77.4K
|
4.56K
$323K
|