Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
103+ 1.69% |
$4.79K - $5.53K
|
6.2K
$421K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
102+ 0.88% |
$4.74K - $5.48K
|
11.7K
$795K
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 28.57% |
$4.65K - $5.37K
|
450
$30.6K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
90New |
$4.18K - $4.83K
|
90
$6.11K
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
87+ 1.72% |
$4.04K - $4.67K
|
5.14K
$349K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
57New |
$2.65K - $3.06K
|
57
$3.87K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
47+ 313.33% |
$2.18K - $2.52K
|
62
$4.21K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
39+ 0.33% |
$1.81K - $2.1K
|
11.7K
$796K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34New |
$1.58K - $1.83K
|
34
$2.31K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16New |
$744 - $860
|
16
$1.09K
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16+ 0.28% |
$744 - $860
|
5.69K
$386K
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.32% |
$697 - $806
|
4.63K
$314K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12+ 0.03% |
$558 - $645
|
37.2K
$2.53M
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.2% |
$511 - $591
|
5.43K
$368K
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
10+ 0.23% |
$465 - $537
|
4.32K
$294K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.07% |
$325 - $376
|
10.1K
$688K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.07% |
$232 - $269
|
6.95K
$472K
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.08% |
$186 - $215
|
5.28K
$358K
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.09% |
$186 - $215
|
4.65K
$316K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$186 - $215
|
4.34K
$295K
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.02% |
$46.5 - $53.7
|
5K
$339K
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
1+ 0.01% |
$46.5 - $53.7
|
18.2K
$1.23M
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.0% |
$46.5 - $53.7
|
49.8K
$3.38M
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1Closed |
$46.5 - $53.7
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$92.9 - $107
|
6.54K
$444K
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-3- 0.01% |
$139 - $161
|
26K
$1.77M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9- 0.04% |
$418 - $483
|
25.3K
$1.72M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13- 0.28% |
$604 - $698
|
4.67K
$317K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-13- 0.29% |
$604 - $698
|
4.44K
$301K
|
|
Apr 27, 2022
Q1 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-24- 0.59% |
$1.12K - $1.29K
|
4.08K
$277K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-55- 0.39% |
$2.56K - $2.95K
|
14.2K
$964K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-106- 0.32% |
$4.93K - $5.69K
|
33.3K
$2.26M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-115- 2.12% |
$5.34K - $6.18K
|
5.31K
$360K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-196- 13.36% |
$9.11K - $10.5K
|
1.27K
$86.3K
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-205- 0.79% |
$9.53K - $11K
|
25.7K
$1.74M
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-214Closed |
$9.94K - $11.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-226- 2.19% |
$10.5K - $12.1K
|
10.1K
$687K
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-250- 2.3% |
$11.6K - $13.4K
|
10.6K
$720K
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-284- 5.76% |
$13.2K - $15.3K
|
4.65K
$316K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-301- 1.33% |
$14K - $16.2K
|
22.3K
$1.51M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-312- 0.96% |
$14.5K - $16.8K
|
32.3K
$2.19M
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-340- 59.65% |
$15.8K - $18.3K
|
230
$15.6K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-363- 2.32% |
$16.9K - $19.5K
|
15.3K
$1.04M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-366- 6.7% |
$17K - $19.7K
|
5.1K
$346K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-403- 3.43% |
$18.7K - $21.6K
|
11.3K
$770K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-434Closed |
$20.2K - $23.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-496- 5.77% |
$23K - $26.6K
|
8.09K
$550K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-542- 0.49% |
$25.2K - $29.1K
|
110K
$7.49M
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-553- 18.46% |
$25.7K - $29.7K
|
2.44K
$166K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-644Closed |
$29.9K - $34.6K
|
0
$0
|