Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 2024. 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 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35K+ 9.47% |
$2.3M - $2.44M
|
405K
$26.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
33.9K+ 6.87% |
$2.22M - $2.36M
|
527K
$35M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
32.7K+ 3.27% |
$2.15M - $2.28M
|
1.03M
$68.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
31KNew |
$2.04M - $2.17M
|
31K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
30.5KNew |
$2M - $2.13M
|
30.5K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.5K+ 21.22% |
$1.87M - $1.99M
|
163K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.3K+ 25.46% |
$1.86M - $1.97M
|
139K
$9.26M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.5KNew |
$1.81M - $1.92M
|
27.5K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
27.2KNew |
$1.79M - $1.9M
|
27.2K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
26.4KNew |
$1.73M - $1.84M
|
26.4K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.8K+ 19.25% |
$1.7M - $1.8M
|
160K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23.8K+ 8.95% |
$1.56M - $1.66M
|
290K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.4K+ 0.62% |
$1.54M - $1.63M
|
3.78M
$251M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23.4K+ 12.5% |
$1.54M - $1.63M
|
210K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23K+ 1.6% |
$1.51M - $1.6M
|
1.46M
$96.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22.9K+ 8.15% |
$1.51M - $1.6M
|
304K
$20.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
22.6K+ 7.89% |
$1.49M - $1.58M
|
310K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21.9K+ 277.01% |
$1.44M - $1.53M
|
29.8K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.8K+ 5.31% |
$1.43M - $1.52M
|
431K
$28.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.6K+ 65.36% |
$1.42M - $1.51M
|
54.7K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.1K+ 91.4% |
$1.26M - $1.34M
|
40.1K
$2.66M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
18.8KNew |
$1.24M - $1.31M
|
18.8K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
18K+ 42.23% |
$1.18M - $1.26M
|
60.6K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16.6KNew |
$1.09M - $1.16M
|
16.6K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
16.2K+ 3.2% |
$1.06M - $1.13M
|
522K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
15.8K+ 8.76% |
$1.04M - $1.1M
|
196K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
15.4K+ 19.37% |
$1.01M - $1.08M
|
95.1K
$6.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
15.3KNew |
$1.01M - $1.07M
|
15.3K
$1.02M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
15.2K+ 32.36% |
$996K - $1.06M
|
62K
$4.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
14.9KNew |
$977K - $1.04M
|
14.9K
$989K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.4K+ 47.42% |
$943K - $1M
|
44.6K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$942K - $1M
|
14.3K
$952K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.2K+ 151.68% |
$935K - $993K
|
23.6K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$918K - $976K
|
14K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$918K - $975K
|
14K
$928K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
13.9K+ 1.69% |
$910K - $967K
|
835K
$55.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.3K+ 17.82% |
$873K - $928K
|
87.9K
$5.84M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.2K+ 79.2% |
$866K - $920K
|
29.8K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 3.69% |
$852K - $906K
|
365K
$24.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
12.9KNew |
$847K - $900K
|
12.9K
$856K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 13.96% |
$841K - $893K
|
104K
$6.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.5K+ 6.74% |
$823K - $874K
|
199K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
12.4K+ 39.65% |
$813K - $864K
|
43.6K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.3K+ 30.07% |
$807K - $858K
|
53.2K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12.3K+ 17.45% |
$806K - $857K
|
82.6K
$5.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.1KNew |
$792K - $842K
|
12.1K
$801K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
12.1KNew |
$792K - $841K
|
12.1K
$801K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12KNew |
$790K - $840K
|
12K
$800K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9K+ 5.43% |
$782K - $831K
|
231K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 11.42% |
$760K - $807K
|
113K
$7.5M
|