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 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-891- 21.03% |
$58.2K - $63.4K
|
3.35K
$240K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.1K+ 13.07% |
$398K - $434K
|
52.8K
$3.78M
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.49K+ 18.4% |
$358K - $391K
|
35.3K
$2.53M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.71K- 41.67% |
$308K - $335K
|
6.6K
$473K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.09K+ 1.57% |
$71.3K - $77.8K
|
70.9K
$5.08M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.55K- 13.35% |
$101K - $110K
|
10K
$720K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.59KNew |
$300K - $327K
|
4.59K
$329K
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-9.1K- 21.41% |
$594K - $648K
|
33.4K
$2.4M
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
90.1KNew |
$5.88M - $6.41M
|
90.1K
$6.46M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-11M- 88.68% |
$720M - $785M
|
1.41M
$101M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
29.6K+ 48.76% |
$1.93M - $2.1M
|
90.2K
$6.47M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
27.5KNew |
$1.79M - $1.95M
|
27.5K
$1.97M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.11K- 2.82% |
$268K - $292K
|
141K
$10.1M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-400- 9.47% |
$26.1K - $28.5K
|
3.82K
$274K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.09K+ 71.36% |
$397K - $433K
|
14.6K
$1.05M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
63+ 0.81% |
$4.11K - $4.48K
|
7.87K
$564K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.01% |
$65.3 - $71.2
|
9.31K
$668K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5.42K- 4.64% |
$354K - $386K
|
111K
$7.99M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.7K+ 69.03% |
$2.4M - $2.61M
|
89.9K
$6.44M
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
369+ 8.17% |
$24.1K - $26.3K
|
4.89K
$350K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
251New |
$16.4K - $17.9K
|
251
$18K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
92+ 135.29% |
$6K - $6.55K
|
160
$11.5K
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.61K+ 9.04% |
$366K - $399K
|
67.6K
$4.85M
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.11K+ 0.74% |
$72.3K - $78.9K
|
151K
$10.9M
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
5.98K+ 95.63% |
$390K - $425K
|
12.2K
$877K
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.09K+ 20.14% |
$332K - $362K
|
30.4K
$2.18M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
10.8K+ 225.05% |
$707K - $771K
|
15.6K
$1.12M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
637+ 5.49% |
$41.6K - $45.3K
|
12.2K
$878K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
305+ 60.52% |
$19.9K - $21.7K
|
809
$58K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.82K+ 15.28% |
$184K - $201K
|
21.3K
$1.52M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.99KNew |
$326K - $355K
|
4.99K
$358K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.5K- 7.64% |
$98.2K - $107K
|
18.2K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-1.31K- 10.86% |
$85.4K - $93.2K
|
10.7K
$770K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-483- 3.01% |
$31.5K - $34.4K
|
15.6K
$1.12M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
302K+ 74.54% |
$19.7M - $21.5M
|
706K
$50.6M
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-539- 0.46% |
$35.2K - $38.4K
|
116K
$8.32M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
169+ 3.07% |
$11K - $12K
|
5.68K
$407K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 18.61% |
$71.7K - $78.2K
|
4.81K
$345K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
112+ 1.6% |
$7.31K - $7.97K
|
7.1K
$509K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7+ 0.05% |
$457 - $498
|
13.2K
$944K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.33K+ 19.11% |
$283K - $308K
|
27K
$1.94M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.76K- 3.14% |
$246K - $268K
|
116K
$8.32M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.8K- 2.86% |
$118K - $128K
|
61.4K
$4.4M
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.61KNew |
$105K - $115K
|
1.61K
$115K
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-463- 3.22% |
$30.2K - $33K
|
13.9K
$996K
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
368+ 2.86% |
$24K - $26.2K
|
13.2K
$948K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.37K- 36.99% |
$481K - $525K
|
12.6K
$900K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
152+ 2.82% |
$9.92K - $10.8K
|
5.55K
$398K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.01KNew |
$261K - $285K
|
4.01K
$287K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.2K+ 31.36% |
$1.12M - $1.22M
|
71.9K
$5.15M
|