Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.58K+ 92.74% |
$297K - $338K
|
11.6K
$775K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.36K+ 4.7% |
$285K - $324K
|
119K
$7.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.16K+ 5.98% |
$274K - $312K
|
91.5K
$6.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.15KNew |
$274K - $312K
|
5.15K
$344K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5KNew |
$266K - $302K
|
5K
$334K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.98K+ 54.47% |
$265K - $301K
|
14.1K
$944K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.9KNew |
$261K - $296K
|
4.9K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.88K+ 18.35% |
$259K - $295K
|
31.5K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.8K+ 46.26% |
$255K - $291K
|
15.2K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.7K+ 67.24% |
$250K - $284K
|
11.7K
$780K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.66K+ 2.73% |
$248K - $282K
|
176K
$11.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.5KNew |
$239K - $272K
|
4.5K
$300K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
BUY
|
- |
4.2K+ 3.02% |
$223K - $254K
|
144K
$9.6M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.88K+ 3.73% |
$206K - $235K
|
108K
$7.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.82K+ 5.03% |
$203K - $231K
|
79.8K
$5.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
3.68KNew |
$196K - $223K
|
3.68K
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.68KNew |
$196K - $223K
|
3.68K
$246K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.68KNew |
$195K - $222K
|
3.68K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
3.63KNew |
$193K - $220K
|
3.63K
$243K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.55KNew |
$189K - $215K
|
3.55K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.54K+ 170.98% |
$188K - $214K
|
5.61K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$186K - $212K
|
3.5K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.48K+ 4.37% |
$185K - $211K
|
83.2K
$5.56M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.47K+ 37.95% |
$184K - $210K
|
12.6K
$842K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.44KNew |
$183K - $208K
|
3.44K
$230K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
3.42KNew |
$182K - $207K
|
3.42K
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.4KNew |
$181K - $206K
|
3.4K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.21K+ 4.82% |
$171K - $194K
|
69.9K
$4.67M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.21K+ 4.21% |
$171K - $194K
|
79.5K
$5.31M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
3.12K+ 14.22% |
$166K - $189K
|
25.1K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.08K+ 7.83% |
$164K - $187K
|
42.5K
$2.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.08K+ 2.07% |
$164K - $186K
|
152K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.87K+ 22.21% |
$152K - $173K
|
15.8K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.51K+ 11.64% |
$133K - $152K
|
24K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.49K+ 4.29% |
$132K - $151K
|
60.6K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.48KNew |
$132K - $150K
|
2.48K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.38K+ 30.58% |
$127K - $144K
|
10.2K
$680K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.38K+ 0.26% |
$126K - $144K
|
913K
$61M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 0.92% |
$122K - $138K
|
251K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.09K+ 2.74% |
$111K - $126K
|
78.3K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.99K+ 18.95% |
$106K - $120K
|
12.5K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.98K+ 77.49% |
$105K - $120K
|
4.53K
$303K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.95K+ 4.23% |
$103K - $118K
|
48K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.94K+ 4.81% |
$103K - $117K
|
42.3K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.94KNew |
$103K - $117K
|
1.94K
$129K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 571.64% |
$102K - $116K
|
2.25K
$150K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.86K+ 5.08% |
$98.8K - $112K
|
38.4K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.81K+ 0.94% |
$96.1K - $109K
|
194K
$13M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.74KNew |
$92.7K - $105K
|
1.74K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.64K+ 1.14% |
$87.1K - $99.1K
|
145K
$9.71M
|