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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
68+ 5.89% |
$4.47K - $4.75K
|
1.22K
$86.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
52New |
$3.41K - $3.63K
|
52
$3.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 0.41% |
$3.41K - $3.63K
|
12.6K
$893K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49+ 0.81% |
$3.22K - $3.42K
|
6.08K
$430K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
49+ 9.74% |
$3.22K - $3.42K
|
552
$39.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
44+ 0.42% |
$2.89K - $3.07K
|
10.5K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42+ 0.87% |
$2.76K - $2.93K
|
4.88K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41+ 0.5% |
$2.69K - $2.86K
|
8.26K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 8.62% |
$2.63K - $2.79K
|
504
$35.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
38+ 0.54% |
$2.5K - $2.65K
|
7.12K
$504K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
35+ 0.24% |
$2.3K - $2.44K
|
14.4K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
30New |
$1.97K - $2.09K
|
30
$2.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27+ 7.03% |
$1.77K - $1.88K
|
411
$29.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
24+ 0.15% |
$1.58K - $1.67K
|
15.7K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
23+ 0.28% |
$1.51K - $1.61K
|
8.22K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 0.5% |
$1.38K - $1.47K
|
4.22K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
18+ 0.57% |
$1.18K - $1.26K
|
3.2K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
15+ 24.59% |
$985 - $1.05K
|
76
$5.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
14New |
$919 - $977
|
14
$991
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
14+ 0.08% |
$919 - $977
|
18K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12+ 0.23% |
$788 - $837
|
5.34K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.26% |
$722 - $768
|
4.22K
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.28% |
$657 - $698
|
3.53K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10+ 0.2% |
$657 - $698
|
5K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10+ 0.21% |
$657 - $698
|
4.88K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9+ 0.26% |
$591 - $628
|
3.45K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7+ 0.15% |
$460 - $489
|
4.76K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.07% |
$197 - $209
|
4.03K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3+ 0.0% |
$197 - $209
|
75.2K
$5.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3+ 0.06% |
$197 - $209
|
5.22K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.16% |
$131 - $140
|
1.25K
$88.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $69.8
|
4.3K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.57% |
$65.7 - $69.8
|
177
$12.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1+ 0.02% |
$65.7 - $69.8
|
4.85K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.85% |
$65.7 - $69.8
|
118
$8.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $69.8
|
4.84K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.04% |
$65.7 - $69.8
|
2.3K
$163K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.55% |
$65.7 - $69.8
|
182
$12.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$65.7 - $69.8
|
364
$25.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.95% |
$525 - $558
|
837
$59.3K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-8- 0.02% |
$525 - $558
|
40.7K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8- 0.13% |
$525 - $558
|
6.14K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.27% |
$854 - $907
|
4.83K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-13- 0.12% |
$854 - $907
|
11.2K
$791K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.08% |
$854 - $907
|
16.1K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-24- 0.19% |
$1.58K - $1.67K
|
12.7K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-29- 0.66% |
$1.9K - $2.02K
|
4.37K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 11.79% |
$2.04K - $2.16K
|
232
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-50- 0.2% |
$3.28K - $3.49K
|
25.4K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-63- 1.06% |
$4.14K - $4.4K
|
5.89K
$417K
|