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 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-607- 5.73% |
$39.6K - $43.2K
|
10K
$717K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.06K- 14.06% |
$200K - $218K
|
18.7K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.09K- 94.95% |
$463K - $504K
|
377
$27K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 0.2% |
$1.37K - $1.49K
|
10.3K
$741K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.57K+ 1.95% |
$102K - $112K
|
82.1K
$5.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
12.1K+ 7.5% |
$787K - $858K
|
173K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.15K+ 2.18% |
$205K - $224K
|
148K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.9M- 89.34% |
$714M - $779M
|
1.31M
$93.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.36K+ 73.64% |
$285K - $311K
|
10.3K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-500- 8.97% |
$32.6K - $35.6K
|
5.07K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.19K- 2.95% |
$77.7K - $84.7K
|
39.2K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.75KNew |
$636K - $694K
|
9.75K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-93- 0.6% |
$6.07K - $6.62K
|
15.4K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
9.67K+ 266.39% |
$631K - $688K
|
13.3K
$954K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1+ 0.01% |
$65.3 - $71.2
|
11.2K
$801K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
27.4K+ 28.97% |
$1.79M - $1.95M
|
122K
$8.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.44K+ 114.5% |
$224K - $245K
|
6.44K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.87K- 11.63% |
$383K - $418K
|
44.6K
$3.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
12.7K+ 128.2% |
$831K - $906K
|
22.7K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
550New |
$35.9K - $39.1K
|
550
$39.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.45K- 6.38% |
$160K - $174K
|
35.9K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
873+ 3.67% |
$57K - $62.1K
|
24.7K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
165New |
$10.8K - $11.7K
|
165
$11.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-15.9K- 2.83% |
$1.04M - $1.13M
|
545K
$39.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
96+ 0.92% |
$6.27K - $6.83K
|
10.5K
$753K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.83K+ 19.79% |
$576K - $629K
|
53.5K
$3.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
356+ 4.1% |
$23.2K - $25.3K
|
9.03K
$648K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.6K+ 21.56% |
$954K - $1.04M
|
82.5K
$5.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-6- 1.5% |
$392 - $427
|
395
$28.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
24.4K+ 502.12% |
$1.59M - $1.73M
|
29.2K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.2K+ 5.91% |
$339K - $370K
|
93.1K
$6.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-868- 54.05% |
$56.7K - $61.8K
|
738
$52.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10+ 0.1% |
$653 - $712
|
9.62K
$689K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.62K+ 10.62% |
$236K - $258K
|
37.7K
$2.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
22.4K+ 10.69% |
$1.46M - $1.6M
|
232K
$16.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.1K- 14.83% |
$137K - $149K
|
12K
$863K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-527- 50.0% |
$34.4K - $37.5K
|
527
$37.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.47KNew |
$488K - $532K
|
7.47K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.09% |
$522 - $569
|
8.49K
$608K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
57+ 0.94% |
$3.72K - $4.06K
|
6.11K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-414- 0.72% |
$27K - $29.5K
|
57.1K
$4.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
572+ 1.85% |
$37.3K - $40.7K
|
31.6K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
142KNew |
$9.24M - $10.1M
|
142K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.75K- 9.99% |
$179K - $196K
|
24.8K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-778- 7.42% |
$50.8K - $55.4K
|
9.71K
$696K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-154- 2.27% |
$10.1K - $11K
|
6.63K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.84K+ 42.4% |
$120K - $131K
|
6.19K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
51.6K+ 20.6% |
$3.37M - $3.67M
|
302K
$21.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
204+ 2.47% |
$13.3K - $14.5K
|
8.46K
$607K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
481+ 0.76% |
$31.4K - $34.2K
|
63.6K
$4.56M
|