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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-600- 4.4% |
$39.2K - $42.7K
|
13K
$934K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.75K+ 1.76% |
$245K - $267K
|
217K
$15.6M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.2K+ 46.91% |
$1.12M - $1.22M
|
53.8K
$3.86M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.58K- 18.37% |
$103K - $113K
|
7.02K
$504K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.17K+ 4.95% |
$337K - $368K
|
110K
$7.86M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19K+ 7.49% |
$1.24M - $1.35M
|
273K
$19.6M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-11- 0.31% |
$718 - $783
|
3.51K
$251K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.3K+ 3.6% |
$84.7K - $92.3K
|
37.3K
$2.67M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
706+ 0.5% |
$46.1K - $50.3K
|
142K
$10.2M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.14K- 9.54% |
$74.1K - $80.9K
|
10.8K
$773K
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3.94K+ 2.96% |
$257K - $281K
|
137K
$9.84M
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.0% |
$261 - $285
|
95.1K
$6.82M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 15.21% |
$86.5M - $94.4M
|
10M
$720M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-147- 4.07% |
$9.59K - $10.5K
|
3.47K
$249K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.63KNew |
$368K - $401K
|
5.63K
$404K
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
805+ 8.35% |
$52.5K - $57.3K
|
10.4K
$749K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
208K+ 926.56% |
$13.6M - $14.8M
|
231K
$16.5M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.91KNew |
$321K - $350K
|
4.91K
$352K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.01K+ 48.51% |
$197K - $214K
|
9.22K
$661K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.08% |
$261 - $285
|
5.23K
$375K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-29- 0.95% |
$1.89K - $2.06K
|
3.04K
$218K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.66KNew |
$304K - $332K
|
4.66K
$334K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.65K+ 3.67% |
$565K - $616K
|
244K
$17.5M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.27KNew |
$540K - $589K
|
8.27K
$593K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
89New |
$5.81K - $6.34K
|
89
$6.38K
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-11.1K- 70.58% |
$722K - $787K
|
4.61K
$330K
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
106K+ 8.0% |
$6.9M - $7.53M
|
1.43M
$102M
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10- 0.2% |
$653 - $712
|
4.99K
$358K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 21.91% |
$77.8K - $84.8K
|
6.63K
$476K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-207- 1.07% |
$13.5K - $14.7K
|
19.1K
$1.37M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
44+ 0.48% |
$2.87K - $3.13K
|
9.15K
$656K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-500- 2.74% |
$32.6K - $35.6K
|
17.8K
$1.27M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
15.5K+ 9.4% |
$1.01M - $1.1M
|
180K
$12.9M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-80.2K- 17.05% |
$5.24M - $5.71M
|
390K
$28M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.4K- 3.25% |
$2.37M - $2.59M
|
1.08M
$77.6M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.58KNew |
$429K - $468K
|
6.58K
$472K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.19K- 24.9% |
$77.4K - $84.4K
|
3.58K
$256K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 67.28% |
$750K - $818K
|
5.59K
$401K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
698K+ 131.11% |
$45.6M - $49.7M
|
1.23M
$88.2M
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
14.4K+ 2.2% |
$942K - $1.03M
|
670K
$48M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.24K- 9.78% |
$80.9K - $88.3K
|
11.4K
$821K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-18- 0.47% |
$1.17K - $1.28K
|
3.78K
$271K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29.2K+ 15.97% |
$1.9M - $2.07M
|
212K
$15.2M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.95K+ 69.06% |
$649K - $708K
|
24.4K
$1.75M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
141New |
$9.2K - $10K
|
141
$10.1K
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.43KNew |
$289K - $315K
|
4.43K
$317K
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
529+ 2.08% |
$34.5K - $37.7K
|
25.9K
$1.86M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.86K+ 8.65% |
$383K - $417K
|
73.6K
$5.28M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.56K- 3.91% |
$102K - $111K
|
38.3K
$2.75M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
632+ 6.92% |
$41.3K - $45K
|
9.77K
$700K
|