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 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-379- 3.17% |
$24.9K - $26.5K
|
11.6K
$846K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-386- 1.66% |
$25.3K - $26.9K
|
22.9K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-387- 9.21% |
$25.4K - $27K
|
3.81K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-387- 4.27% |
$25.4K - $27K
|
8.68K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-410- 5.48% |
$26.9K - $28.6K
|
7.08K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-436- 0.59% |
$28.6K - $30.4K
|
73.2K
$5.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-437- 6.23% |
$28.7K - $30.5K
|
6.58K
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-461- 0.39% |
$30.3K - $32.2K
|
117K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-498- 8.39% |
$32.7K - $34.8K
|
5.44K
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-526- 0.99% |
$34.5K - $36.7K
|
52.4K
$3.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-529- 1.68% |
$34.7K - $36.9K
|
31K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-545- 3.84% |
$35.8K - $38K
|
13.6K
$995K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-597- 11.04% |
$39.2K - $41.7K
|
4.81K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-632- 6.14% |
$41.5K - $44.1K
|
9.66K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-637- 2.7% |
$41.8K - $44.5K
|
22.9K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-647- 0.66% |
$42.5K - $45.2K
|
97.9K
$7.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-661- 7.93% |
$43.4K - $46.1K
|
7.67K
$560K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-684- 0.58% |
$44.9K - $47.7K
|
117K
$8.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-699- 60.21% |
$45.9K - $48.8K
|
462
$33.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-705- 1.04% |
$46.3K - $49.2K
|
67.4K
$4.92M
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-723- 1.99% |
$47.5K - $50.5K
|
35.6K
$2.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-806- 4.38% |
$52.9K - $56.3K
|
17.6K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-819- 5.38% |
$53.8K - $57.2K
|
14.4K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-822- 4.21% |
$54K - $57.4K
|
18.7K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-830- 1.7% |
$54.5K - $57.9K
|
48.1K
$3.51M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-866- 1.32% |
$56.9K - $60.4K
|
64.6K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-902- 8.83% |
$59.2K - $63K
|
9.31K
$680K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-906- 3.16% |
$59.5K - $63.2K
|
27.8K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-930- 0.77% |
$61.1K - $64.9K
|
121K
$8.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-988- 7.97% |
$64.9K - $69K
|
11.4K
$833K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.03K- 10.72% |
$67.8K - $72.1K
|
8.61K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.07K- 1.72% |
$70.3K - $74.7K
|
61.2K
$4.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.31% |
$76.6K - $81.4K
|
375K
$27.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.33K- 5.12% |
$87.2K - $92.7K
|
24.6K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.34K- 12.53% |
$88.1K - $93.6K
|
9.37K
$684K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 1.12% |
$89K - $94.6K
|
120K
$8.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.52K- 19.45% |
$99.7K - $106K
|
6.29K
$459K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.06% |
$101K - $108K
|
145K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.58K- 1.46% |
$103K - $110K
|
106K
$7.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.65K- 9.45% |
$108K - $115K
|
15.8K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.91K- 2.18% |
$126K - $133K
|
85.7K
$6.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.93K- 0.25% |
$127K - $135K
|
779K
$56.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.96K- 4.85% |
$128K - $136K
|
38.4K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.09K- 13.98% |
$137K - $146K
|
12.8K
$938K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.16K- 9.94% |
$142K - $151K
|
19.6K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.19K- 17.53% |
$144K - $153K
|
10.3K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.45K- 11.43% |
$161K - $171K
|
19K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.5K- 16.48% |
$164K - $175K
|
12.7K
$926K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.57K- 9.92% |
$168K - $179K
|
23.3K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.58K- 1.33% |
$169K - $180K
|
191K
$14M
|