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 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-33.6K- 90.57% |
$2.19M - $2.39M
|
3.49K
$251K
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
61+ 0.3% |
$3.98K - $4.34K
|
20.2K
$1.45M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-105- 2.69% |
$6.85K - $7.47K
|
3.8K
$272K
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
310+ 4.79% |
$20.2K - $22.1K
|
6.78K
$486K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.65K- 5.87% |
$369K - $402K
|
90.6K
$6.5M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
145+ 2.97% |
$9.46K - $10.3K
|
5.02K
$360K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
59+ 0.79% |
$3.85K - $4.2K
|
7.57K
$542K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-102K- 62.72% |
$6.63M - $7.23M
|
60.4K
$4.33M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-620- 3.26% |
$40.5K - $44.1K
|
18.4K
$1.32M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
808+ 2.87% |
$52.7K - $57.5K
|
29K
$2.08M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80.2K- 96.99% |
$5.23M - $5.71M
|
2.49K
$179K
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
6+ 0.05% |
$392 - $427
|
12.7K
$912K
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
893+ 2.4% |
$58.3K - $63.6K
|
38K
$2.73M
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.24K+ 14.87% |
$81K - $88.3K
|
9.58K
$687K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
62+ 1.5% |
$4.05K - $4.41K
|
4.19K
$300K
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.14K+ 5.41% |
$336K - $366K
|
100K
$7.18M
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.84K+ 1.73% |
$185K - $202K
|
167K
$12M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.49K+ 13.91% |
$228K - $248K
|
28.6K
$2.05M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.45K+ 19.02% |
$551K - $601K
|
52.9K
$3.79M
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
29.7K+ 18.61% |
$1.94M - $2.11M
|
189K
$13.6M
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
130+ 0.29% |
$8.49K - $9.25K
|
44.2K
$3.17M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
418+ 0.8% |
$27.3K - $29.8K
|
52.8K
$3.78M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
38.1K+ 15.07% |
$2.49M - $2.71M
|
291K
$20.9M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-826- 12.89% |
$53.9K - $58.8K
|
5.58K
$400K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.13K+ 103300.0% |
$270K - $294K
|
4.14K
$297K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
178New |
$11.6K - $12.7K
|
178
$12.8K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.74K- 7.28% |
$244K - $266K
|
47.7K
$3.42M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.3K- 24.82% |
$1.39M - $1.51M
|
64.5K
$4.62M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.85K+ 13.41% |
$382K - $416K
|
49.5K
$3.55M
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
609New |
$40K - $42.5K
|
609
$43.7K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-444K- 19.06% |
$29.2M - $31M
|
1.89M
$135M
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
750+ 10.67% |
$49.3K - $52.3K
|
7.78K
$558K
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.02KNew |
$198K - $211K
|
3.02K
$217K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
378+ 252.0% |
$24.8K - $26.4K
|
528
$37.9K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
46.8K+ 242.87% |
$3.08M - $3.27M
|
66.1K
$4.74M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4KNew |
$263K - $279K
|
4K
$287K
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-287- 7.93% |
$18.8K - $20K
|
3.33K
$239K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
395New |
$25.9K - $27.6K
|
395
$28.3K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.2K+ 151.68% |
$935K - $993K
|
23.6K
$1.69M
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.96K+ 108.31% |
$194K - $207K
|
5.69K
$408K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10KNew |
$657K - $698K
|
10K
$717K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.27% |
$854 - $907
|
4.83K
$346K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
10.3KNew |
$680K - $722K
|
10.3K
$742K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
653+ 4.58% |
$42.9K - $45.6K
|
14.9K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.08KNew |
$137K - $145K
|
2.08K
$149K
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
14New |
$919 - $977
|
14
$1K
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.82K- 25.76% |
$448K - $476K
|
19.7K
$1.41M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
37.3KNew |
$2.45M - $2.6M
|
37.3K
$2.67M
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
180New |
$11.8K - $12.6K
|
180
$12.9K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
654+ 10.55% |
$42.9K - $45.6K
|
6.85K
$491K
|