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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-513- 29.86% |
$29.4K - $33.5K
|
1.21K
$86.4K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-392- 1.54% |
$22.5K - $25.6K
|
25K
$1.79M
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-43- 0.82% |
$2.47K - $2.81K
|
5.23K
$375K
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-21- 0.13% |
$1.2K - $1.37K
|
15.6K
$1.12M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16- 8.16% |
$917 - $1.05K
|
180
$12.9K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7- 5.47% |
$401 - $457
|
121
$8.68K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.21M- 95.5% |
$64.4M - $73.2M
|
57.1K
$4.09M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-185K- 82.58% |
$9.82M - $11.2M
|
38.9K
$2.79M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.56K- 1.0% |
$136K - $155K
|
253K
$18.1M
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-551- 11.43% |
$29.3K - $33.3K
|
4.27K
$306K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-423- 76.63% |
$22.5K - $25.6K
|
129
$9.25K
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-278- 5.32% |
$14.8K - $16.8K
|
4.95K
$355K
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-9- 0.13% |
$479 - $544
|
6.85K
$491K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-10.4K- 14.88% |
$500K - $566K
|
59.6K
$4.28M
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.66K- 6.5% |
$127K - $144K
|
38.2K
$2.74M
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 13.78% |
$97.6K - $110K
|
12.7K
$913K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-830- 31.1% |
$39.8K - $45K
|
1.84K
$132K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-548- 88.53% |
$26.3K - $29.7K
|
71
$5.09K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-284- 4.9% |
$13.6K - $15.4K
|
5.51K
$395K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-40- 90.91% |
$1.92K - $2.17K
|
4
$287
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40K- 19.86% |
$1.98M - $2.1M
|
161K
$11.6M
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-13.5K- 84.86% |
$671K - $710K
|
2.41K
$173K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.92K- 3.41% |
$393K - $416K
|
224K
$16.1M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-2.12K- 33.04% |
$105K - $112K
|
4.3K
$308K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.1KClosed |
$54.7K - $57.9K
|
0
$0
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-200- 3.67% |
$9.93K - $10.5K
|
5.25K
$376K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-198- 33.0% |
$9.83K - $10.4K
|
402
$28.8K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-39Closed |
$1.94K - $2.05K
|
0
$0
|
|
Q2 2023 | |||||||
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-19.4KClosed |
$909K - $980K
|
0
$0
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-7K- 33.02% |
$328K - $353K
|
14.2K
$1.02M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.72K- 1.59% |
$127K - $137K
|
169K
$12.1M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.28K- 94.52% |
$59.8K - $64.4K
|
74
$5.31K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-978- 17.78% |
$45.8K - $49.3K
|
4.52K
$324K
|
|
Q1 2023 | |||||||
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
$15.8K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.42K- 6.87% |
$106K - $114K
|
32.8K
$2.35M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-665- 7.47% |
$29K - $31.5K
|
8.24K
$591K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-285- 6.22% |
$12.4K - $13.5K
|
4.3K
$308K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.45K- 57.48% |
$258K - $300K
|
4.77K
$342K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-923- 87.9% |
$36.9K - $43K
|
127
$9.11K
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-224- 0.6% |
$8.96K - $10.4K
|
37K
$2.65M
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-63- 7.3% |
$2.52K - $2.93K
|
800
$57.4K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.91K- 7.84% |
$115K - $137K
|
34.1K
$2.45M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.58K- 8.43% |
$103K - $122K
|
28.1K
$2.01M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.41K- 92.7% |
$56K - $66.4K
|
111
$7.96K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.18K- 7.74% |
$46.9K - $55.6K
|
14.1K
$1.01M
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-570- 8.27% |
$22.7K - $26.8K
|
6.33K
$454K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-301- 0.43% |
$12K - $14.2K
|
69.4K
$4.97M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-133- 19.94% |
$5.29K - $6.26K
|
534
$38.3K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16Closed |
$636 - $753
|
0
$0
|