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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.23K+ 0.9% |
$146K - $155K
|
251K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 10.97% |
$128K - $136K
|
19.8K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-379- 3.17% |
$24.9K - $26.5K
|
11.6K
$770K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
152K+ 47.73% |
$9.98M - $10.6M
|
471K
$31.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.7K- 3.2% |
$3.59M - $3.82M
|
1.65M
$110M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
491+ 11.49% |
$32.2K - $34.3K
|
4.76K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.81K+ 3.8% |
$513K - $545K
|
214K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.72K- 11.11% |
$179K - $190K
|
21.8K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 0.5% |
$1.38K - $1.47K
|
4.22K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.5K+ 5.61% |
$3.71M - $3.95M
|
1.06M
$70.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.41K- 5.47% |
$552K - $587K
|
145K
$9.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.09KNew |
$268K - $285K
|
4.09K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
700+ 5.01% |
$46K - $48.9K
|
14.7K
$975K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.95% |
$525 - $558
|
837
$55.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.15K+ 2.09% |
$207K - $220K
|
154K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21.9K+ 277.01% |
$1.44M - $1.53M
|
29.8K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 0.44% |
$92.5K - $98.3K
|
319K
$21.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41+ 0.5% |
$2.69K - $2.86K
|
8.26K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.07K- 1.72% |
$70.3K - $74.7K
|
61.2K
$4.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.98K+ 45.46% |
$656K - $697K
|
31.9K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
517New |
$34K - $36.1K
|
517
$34.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.26MNew |
$82.6M - $87.7M
|
1.26M
$83.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.25K+ 392.67% |
$542K - $576K
|
10.4K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-83- 1.51% |
$5.45K - $5.79K
|
5.42K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
3.13K+ 6.62% |
$206K - $219K
|
50.5K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5.93KNew |
$389K - $414K
|
5.93K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
94.7KNew |
$6.22M - $6.61M
|
94.7K
$6.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58.3K- 45.06% |
$3.83M - $4.07M
|
71K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-63- 1.06% |
$4.14K - $4.4K
|
5.89K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-92.1K- 14.75% |
$6.05M - $6.43M
|
532K
$35.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.68K+ 64.28% |
$439K - $466K
|
17.1K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
236+ 2.27% |
$15.5K - $16.5K
|
10.7K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
3.8KNew |
$250K - $265K
|
3.8K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-179- 3.11% |
$11.8K - $12.5K
|
5.57K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
107+ 1.59% |
$7.03K - $7.47K
|
6.85K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-661- 7.93% |
$43.4K - $46.1K
|
7.67K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
6.75KNew |
$443K - $471K
|
6.75K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.5MNew |
$98.7M - $105M
|
1.5M
$99.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4K+ 88.03% |
$262K - $279K
|
8.53K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.3K- 3.42% |
$741K - $788K
|
319K
$21.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-902- 8.83% |
$59.2K - $63K
|
9.31K
$619K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.1KNew |
$792K - $842K
|
12.1K
$801K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
116K+ 0.94% |
$7.63M - $8.11M
|
12.4M
$826M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.96K- 4.85% |
$128K - $136K
|
38.4K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$942K - $1M
|
14.3K
$952K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.15K+ 3.03% |
$272K - $289K
|
141K
$9.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
4.34KNew |
$285K - $303K
|
4.34K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.61K+ 1.9% |
$105K - $112K
|
86.1K
$5.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.14K+ 75.91% |
$338K - $359K
|
11.9K
$791K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-866- 1.32% |
$56.9K - $60.4K
|
64.6K
$4.29M
|