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 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
2.21K+ 0.63% |
$145K - $154K
|
353K
$23.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.2K+ 19.16% |
$144K - $153K
|
13.7K
$921K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.15K+ 25.44% |
$141K - $150K
|
10.6K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.12K+ 17.98% |
$139K - $148K
|
13.9K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.12K+ 28.3% |
$139K - $148K
|
9.61K
$647K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.09K+ 1.33% |
$137K - $146K
|
160K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.08KNew |
$137K - $145K
|
2.08K
$140K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.06K+ 4.56% |
$135K - $144K
|
47.3K
$3.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2K+ 33.28% |
$131K - $140K
|
8.02K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 10.97% |
$128K - $136K
|
19.8K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.81K+ 3.35% |
$119K - $126K
|
55.6K
$3.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 0.7% |
$118K - $125K
|
258K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.7K+ 19.18% |
$112K - $119K
|
10.6K
$711K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.65K+ 11.95% |
$108K - $115K
|
15.4K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 31.22% |
$107K - $113K
|
6.84K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.61K+ 1.9% |
$105K - $112K
|
86.1K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.59K+ 21.07% |
$104K - $111K
|
9.14K
$615K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.46K+ 31.77% |
$95.8K - $102K
|
6.05K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.44K+ 0.62% |
$94.6K - $100K
|
233K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.43K+ 8.39% |
$93.7K - $99.6K
|
18.4K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 0.44% |
$92.5K - $98.3K
|
319K
$21.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.33K+ 18.88% |
$87K - $92.5K
|
8.34K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.27K+ 7.46% |
$83.7K - $88.9K
|
18.4K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.27K+ 12.69% |
$83.6K - $88.8K
|
11.3K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.27K+ 5.94% |
$83.5K - $88.7K
|
22.7K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.24K+ 5.88% |
$81.4K - $86.5K
|
22.3K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.23K+ 7.93% |
$80.8K - $85.8K
|
16.7K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.23K+ 0.82% |
$80.6K - $85.7K
|
150K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.17KNew |
$76.5K - $81.3K
|
1.17K
$78.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 24.09% |
$75.3K - $80K
|
5.9K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.11K+ 3.09% |
$73.2K - $77.7K
|
37.1K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 0.51% |
$70.9K - $75.3K
|
213K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.05KNew |
$69K - $73.3K
|
1.05K
$70.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1K+ 13.37% |
$65.7K - $69.8K
|
8.48K
$571K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
958+ 8.18% |
$62.9K - $66.9K
|
12.7K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
904+ 0.2% |
$59.4K - $63.1K
|
446K
$30M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
904+ 27.55% |
$59.4K - $63.1K
|
4.19K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
883+ 3.09% |
$58K - $61.6K
|
29.5K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
857+ 1.7% |
$56.3K - $59.8K
|
51.4K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
822+ 0.5% |
$54K - $57.4K
|
165K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
785+ 0.98% |
$51.6K - $54.8K
|
80.5K
$5.42M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
750+ 10.67% |
$49.3K - $52.3K
|
7.78K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
738+ 5.19% |
$48.5K - $51.5K
|
14.9K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
720+ 18.52% |
$47.3K - $50.2K
|
4.61K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
700+ 5.01% |
$46K - $48.9K
|
14.7K
$988K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
690+ 0.76% |
$45.3K - $48.2K
|
90.9K
$6.12M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
662+ 14.37% |
$43.5K - $46.2K
|
5.27K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
660+ 0.68% |
$43.3K - $46.1K
|
97.4K
$6.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
654+ 10.55% |
$42.9K - $45.6K
|
6.85K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
653+ 4.58% |
$42.9K - $45.6K
|
14.9K
$1M
|