Latest Institutional Sells of Invesco Exchange Traded Fd Tr (SPHQ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (SPHQ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.66K- 6.5% |
$127K - $144K
|
38.2K
$2.55M
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 13.78% |
$97.6K - $110K
|
12.7K
$850K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-830- 31.1% |
$39.8K - $45K
|
1.84K
$123K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-548- 88.53% |
$26.3K - $29.7K
|
71
$4.74K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-284- 4.9% |
$13.6K - $15.4K
|
5.51K
$368K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-82- 0.15% |
$3.93K - $4.45K
|
53.8K
$3.59M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-40- 90.91% |
$1.92K - $2.17K
|
4
$267
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40K- 19.86% |
$1.98M - $2.1M
|
161K
$10.8M
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-13.5K- 84.86% |
$671K - $710K
|
2.41K
$161K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.92K- 3.41% |
$393K - $416K
|
224K
$15M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-2.12K- 33.04% |
$105K - $112K
|
4.3K
$287K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.1KClosed |
$54.7K - $57.9K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-343- 25.77% |
$17K - $18K
|
988
$65.9K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-256- 3.74% |
$12.7K - $13.5K
|
6.6K
$440K
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-200- 3.67% |
$9.93K - $10.5K
|
5.25K
$350K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-198- 33.0% |
$9.83K - $10.4K
|
402
$26.8K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-39Closed |
$1.94K - $2.05K
|
0
$0
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-7K- 33.02% |
$328K - $353K
|
14.2K
$948K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.72K- 1.59% |
$127K - $137K
|
169K
$11.3M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.28K- 94.52% |
$59.8K - $64.4K
|
74
$4.94K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-978- 17.78% |
$45.8K - $49.3K
|
4.52K
$302K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-351- 7.88% |
$16.4K - $17.7K
|
4.11K
$274K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-19.2K- 73.2% |
$839K - $910K
|
7.04K
$470K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.8KClosed |
$514K - $557K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 97.89% |
$445K - $482K
|
220
$14.7K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.81K- 77.67% |
$122K - $133K
|
807
$53.9K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.42K- 6.87% |
$106K - $114K
|
32.8K
$2.19M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-665- 7.47% |
$29K - $31.5K
|
8.24K
$550K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-285- 6.22% |
$12.4K - $13.5K
|
4.3K
$287K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-112- 4.89% |
$4.89K - $5.3K
|
2.18K
$145K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-102- 20.16% |
$4.45K - $4.83K
|
404
$27K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 57.48% |
$258K - $300K
|
4.77K
$318K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.63KClosed |
$65.1K - $75.8K
|
0
$0
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-923- 87.9% |
$36.9K - $43K
|
127
$8.47K
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-224- 0.6% |
$8.96K - $10.4K
|
37K
$2.47M
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-63- 7.3% |
$2.52K - $2.93K
|
800
$53.4K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.91K- 7.84% |
$115K - $137K
|
34.1K
$2.28M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.58K- 8.43% |
$103K - $122K
|
28.1K
$1.87M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.41K- 92.7% |
$56K - $66.4K
|
111
$7.41K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.18K- 7.74% |
$46.9K - $55.6K
|
14.1K
$938K
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-570- 8.27% |
$22.7K - $26.8K
|
6.33K
$422K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-301- 0.43% |
$12K - $14.2K
|
69.4K
$4.63M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-133- 19.94% |
$5.29K - $6.26K
|
534
$35.6K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16Closed |
$636 - $753
|
0
$0
|
|
Q2 2022 | |||||||
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-230KClosed |
$9.45M - $11.5M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-30.4KClosed |
$1.25M - $1.53M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-21.3K- 17.08% |
$875K - $1.07M
|
103K
$6.89M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.85KClosed |
$241K - $294K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-5.42KClosed |
$223K - $272K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.49KClosed |
$185K - $226K
|
0
$0
|