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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
161KNew |
$10.6M - $11.2M
|
161K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.79K+ 11.44% |
$315K - $335K
|
46.7K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
822+ 0.5% |
$54K - $57.4K
|
165K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-819- 5.38% |
$53.8K - $57.2K
|
14.4K
$957K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.53K+ 1.5% |
$166K - $176K
|
171K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 1.12% |
$89K - $94.6K
|
120K
$7.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.5K- 34.86% |
$823K - $874K
|
23.4K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-387- 4.27% |
$25.4K - $27K
|
8.68K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.27K+ 5.94% |
$83.5K - $88.7K
|
22.7K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
162KNew |
$10.6M - $11.3M
|
162K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$918K - $975K
|
14K
$928K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9+ 0.26% |
$591 - $628
|
3.45K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 0.51% |
$70.9K - $75.3K
|
213K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3KNew |
$197K - $209K
|
3K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.74K+ 2.79% |
$180K - $192K
|
101K
$6.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-12.6K- 56.73% |
$830K - $882K
|
9.64K
$640K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
36.4KNew |
$2.39M - $2.54M
|
36.4K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
12.1KNew |
$792K - $841K
|
12.1K
$801K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.57% |
$65.7 - $69.8
|
177
$11.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.46K+ 31.77% |
$95.8K - $102K
|
6.05K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.63KNew |
$238K - $253K
|
3.63K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
307+ 42.11% |
$20.2K - $21.4K
|
1.04K
$68.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.64K- 28.41% |
$502K - $533K
|
19.3K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 8.62% |
$2.63K - $2.79K
|
504
$33.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.49K+ 2.53% |
$164K - $174K
|
101K
$6.7M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
110KNew |
$7.22M - $7.67M
|
110K
$7.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
13.9K+ 1.69% |
$910K - $967K
|
835K
$55.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-80.1K- 53.74% |
$5.26M - $5.59M
|
69K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-462K- 97.77% |
$30.4M - $32.3M
|
10.5K
$699K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.3K+ 30.07% |
$807K - $858K
|
53.2K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.07% |
$197 - $209
|
4.03K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
6.25KNew |
$410K - $436K
|
6.25K
$415K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
74New |
$4.86K - $5.16K
|
74
$4.92K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.99KNew |
$459K - $488K
|
6.99K
$464K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
35+ 0.24% |
$2.3K - $2.44K
|
14.4K
$954K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
6.52K+ 9.91% |
$428K - $455K
|
72.3K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
246+ 1.27% |
$16.2K - $17.2K
|
19.7K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12KNew |
$790K - $840K
|
12K
$800K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.5K+ 6.74% |
$823K - $874K
|
199K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.04% |
$65.7 - $69.8
|
2.3K
$153K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-386- 1.66% |
$25.3K - $26.9K
|
22.9K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.7K+ 125.32% |
$2.47M - $2.63M
|
67.8K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
9.64KNew |
$633K - $673K
|
9.64K
$641K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.26% |
$722 - $768
|
4.22K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.32K+ 7.28% |
$152K - $162K
|
34.1K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
3.81KNew |
$250K - $266K
|
3.81K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35K+ 9.47% |
$2.3M - $2.44M
|
405K
$26.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.08% |
$854 - $907
|
16.1K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-117- 2.35% |
$7.68K - $8.17K
|
4.87K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.4K+ 47.42% |
$943K - $1M
|
44.6K
$2.96M
|