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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $69.8
|
4.84K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1+ 0.02% |
$65.7 - $69.8
|
4.85K
$344K
|
|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.04% |
$65.7 - $69.8
|
2.3K
$163K
|
|
|
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
$12.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8- 0.13% |
$525 - $558
|
6.14K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.95% |
$525 - $558
|
837
$59.4K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-8- 0.02% |
$525 - $558
|
40.7K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.08% |
$854 - $907
|
16.1K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.27% |
$854 - $907
|
4.83K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-13- 0.12% |
$854 - $907
|
11.2K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-24- 0.19% |
$1.58K - $1.67K
|
12.7K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-29- 0.66% |
$1.9K - $2.02K
|
4.37K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 11.79% |
$2.04K - $2.16K
|
232
$16.5K
|
|
|
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
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-83- 1.51% |
$5.45K - $5.79K
|
5.42K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-100- 0.54% |
$6.57K - $6.98K
|
18.3K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-117- 2.35% |
$7.68K - $8.17K
|
4.87K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-139- 1.04% |
$9.13K - $9.7K
|
13.2K
$934K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-145- 0.63% |
$9.52K - $10.1K
|
22.8K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-150- 1.56% |
$9.85K - $10.5K
|
9.48K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173- 0.6% |
$11.4K - $12.1K
|
28.9K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-175- 86.63% |
$11.5K - $12.2K
|
27
$1.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-176- 1.32% |
$11.6K - $12.3K
|
13.2K
$934K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-179- 3.11% |
$11.8K - $12.5K
|
5.57K
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-182- 0.97% |
$12K - $12.7K
|
18.6K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-200- 3.92% |
$13.1K - $14K
|
4.9K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-208- 0.82% |
$13.7K - $14.5K
|
25.3K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-214- 6.38% |
$14.1K - $14.9K
|
3.14K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-233- 95.49% |
$15.3K - $16.3K
|
11
$780
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-235- 3.55% |
$15.4K - $16.4K
|
6.39K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-236- 3.81% |
$15.5K - $16.5K
|
5.96K
$423K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-287- 7.93% |
$18.8K - $20K
|
3.33K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-296- 1.17% |
$19.4K - $20.7K
|
25.1K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-302- 0.43% |
$19.8K - $21.1K
|
69.8K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-315- 0.4% |
$20.7K - $22K
|
78.4K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-355- 1.09% |
$23.3K - $24.8K
|
32.1K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-356- 18.14% |
$23.4K - $24.8K
|
1.61K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-379- 3.17% |
$24.9K - $26.5K
|
11.6K
$822K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-386- 1.66% |
$25.3K - $26.9K
|
22.9K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-387- 4.27% |
$25.4K - $27K
|
8.68K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-387- 9.21% |
$25.4K - $27K
|
3.81K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-410- 5.48% |
$26.9K - $28.6K
|
7.08K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-436- 0.59% |
$28.6K - $30.4K
|
73.2K
$5.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-437- 6.23% |
$28.7K - $30.5K
|
6.58K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-461- 0.39% |
$30.3K - $32.2K
|
117K
$8.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-498- 8.39% |
$32.7K - $34.8K
|
5.44K
$386K
|