Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (SPHQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.84K+ 42.4% |
$120K - $131K
|
6.19K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
51.6K+ 20.6% |
$3.37M - $3.67M
|
302K
$21.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
204+ 2.47% |
$13.3K - $14.5K
|
8.46K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
481+ 0.76% |
$31.4K - $34.2K
|
63.6K
$4.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10K+ 2.0% |
$654K - $714K
|
512K
$36.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-30.1K- 31.33% |
$1.96M - $2.14M
|
66K
$4.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.93K- 40.79% |
$257K - $280K
|
5.71K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
360+ 2.99% |
$23.5K - $25.6K
|
12.4K
$889K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.23K+ 17.21% |
$80K - $87.2K
|
8.34K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
49K+ 12.64% |
$3.2M - $3.49M
|
437K
$31.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
615+ 4.28% |
$40.1K - $43.8K
|
15K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.7K+ 4.94% |
$1.16M - $1.26M
|
377K
$27M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.56% |
$65.3 - $71.2
|
178
$12.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.1K+ 35.8% |
$71.8K - $78.3K
|
4.17K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
278+ 0.41% |
$18.1K - $19.8K
|
67.9K
$4.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-200- 3.59% |
$13.1K - $14.2K
|
5.38K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
9.15KNew |
$597K - $651K
|
9.15K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
43+ 0.16% |
$2.81K - $3.06K
|
27.3K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
155+ 4.6% |
$10.1K - $11K
|
3.52K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
277+ 5.11% |
$18.1K - $19.7K
|
5.7K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
628+ 697.78% |
$41K - $44.7K
|
718
$51.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
73+ 0.48% |
$4.76K - $5.2K
|
15.4K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
124+ 3.04% |
$8.09K - $8.83K
|
4.21K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-15.6K- 7.41% |
$1.02M - $1.11M
|
195K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.02K- 25.24% |
$66.4K - $72.5K
|
3.02K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.16K- 3.25% |
$75.8K - $82.7K
|
34.6K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
718New |
$46.9K - $51.1K
|
718
$51.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-80- 0.57% |
$5.22K - $5.69K
|
13.9K
$997K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-229K- 27.45% |
$15M - $16.3M
|
606K
$43.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-234- 4.81% |
$15.3K - $16.7K
|
4.63K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.06K- 10.41% |
$134K - $146K
|
17.7K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
216+ 0.3% |
$14.1K - $15.4K
|
73.4K
$5.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.38% |
$1.7K - $1.85K
|
6.87K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$2.22K - $2.42K
|
34
$2.44K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-718- 8.95% |
$46.9K - $51.1K
|
7.3K
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
767+ 1.51% |
$50.1K - $54.6K
|
51.4K
$3.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
64.2KNew |
$4.19M - $4.57M
|
64.2K
$4.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.57KNew |
$233K - $254K
|
3.57K
$256K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
953+ 21.8% |
$62.2K - $67.8K
|
5.33K
$382K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.04KNew |
$67.9K - $74K
|
1.04K
$74.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
315+ 6.62% |
$20.6K - $22.4K
|
5.08K
$364K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
159+ 0.15% |
$10.4K - $11.3K
|
107K
$7.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.21K+ 16.83% |
$275K - $300K
|
29.2K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 18.97% |
$2.87K - $3.13K
|
276
$19.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.23K- 18.73% |
$80.4K - $87.7K
|
5.35K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
228+ 5.78% |
$14.9K - $16.2K
|
4.18K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.19K+ 21.43% |
$77.9K - $84.9K
|
6.76K
$485K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-174- 3.21% |
$11.4K - $12.4K
|
5.25K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
493New |
$32.2K - $35.1K
|
493
$35.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-32- 0.64% |
$2.09K - $2.28K
|
4.95K
$355K
|