Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.06M+ 108.37% |
$49.4M - $53.2M
|
2.03M
$134M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
926K+ 22.58% |
$43.4M - $46.7M
|
5.03M
$331M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
921K+ 43.68% |
$43.1M - $46.5M
|
3.03M
$200M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
626K+ 40.98% |
$29.3M - $31.6M
|
2.15M
$142M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
545K+ 1388.02% |
$25.5M - $27.5M
|
584K
$38.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
532K+ 58.16% |
$24.9M - $26.8M
|
1.45M
$95.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
526K+ 48.93% |
$24.6M - $26.5M
|
1.6M
$105M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
486K+ 793.06% |
$22.7M - $24.5M
|
547K
$36M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
435K+ 30.13% |
$20.4M - $22M
|
1.88M
$124M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
344K+ 52.09% |
$16.1M - $17.4M
|
1M
$66.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
307K+ 44.68% |
$14.4M - $15.5M
|
995K
$65.6M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
307K+ 44.68% |
$14.4M - $15.5M
|
995K
$65.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
304K+ 57.75% |
$14.2M - $15.3M
|
830K
$54.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
285K+ 62.41% |
$13.3M - $14.4M
|
741K
$48.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
246K+ 413.4% |
$11.5M - $12.4M
|
305K
$20.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
220K+ 108.55% |
$10.3M - $11.1M
|
423K
$27.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
208K+ 251.5% |
$9.74M - $10.5M
|
291K
$19.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
204K+ 5.17% |
$9.56M - $10.3M
|
4.16M
$274M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
173K+ 66.96% |
$8.09M - $8.72M
|
431K
$28.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
172KNew |
$8.06M - $8.68M
|
172K
$11.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
162K+ 53.24% |
$7.59M - $8.18M
|
467K
$30.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
136K+ 42.39% |
$6.37M - $6.87M
|
458K
$30.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
136KNew |
$6.37M - $6.87M
|
136K
$8.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
103K+ 547.83% |
$4.82M - $5.2M
|
122K
$8.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
96.6KNew |
$4.52M - $4.88M
|
96.6K
$6.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95K+ 11.94% |
$4.45M - $4.8M
|
891K
$58.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
93K+ 68.59% |
$4.35M - $4.69M
|
228K
$15.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
91.1K+ 181.62% |
$4.26M - $4.6M
|
141K
$9.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
85.5K+ 23.51% |
$4M - $4.31M
|
449K
$29.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
85.3K+ 97.35% |
$3.99M - $4.3M
|
173K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82.3K+ 1645.32% |
$3.85M - $4.15M
|
87.3K
$5.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
80K+ 334.16% |
$3.75M - $4.04M
|
104K
$6.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
79KNew |
$3.7M - $3.99M
|
79K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
77.7KNew |
$3.64M - $3.92M
|
77.7K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70K+ 23.42% |
$3.28M - $3.53M
|
369K
$24.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
68.8K+ 79.8% |
$3.22M - $3.47M
|
155K
$10.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
68.7K+ 94.35% |
$3.22M - $3.47M
|
142K
$9.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
65.7K+ 4.9% |
$3.07M - $3.31M
|
1.4M
$92.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.2K+ 2.0% |
$2.86M - $3.09M
|
3.12M
$205M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
57.8KNew |
$2.7M - $2.92M
|
57.8K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.2K+ 34.1% |
$2.54M - $2.73M
|
213K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.7K+ 86.72% |
$2.28M - $2.45M
|
105K
$6.9M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.7K+ 86.72% |
$2.28M - $2.45M
|
105K
$6.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
46.6KNew |
$2.18M - $2.35M
|
46.6K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.8K+ 105.08% |
$1.96M - $2.11M
|
81.5K
$5.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.5K+ 43.84% |
$1.94M - $2.09M
|
136K
$8.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
38.2K+ 93095.12% |
$1.79M - $1.93M
|
38.2K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.1K+ 26.32% |
$1.78M - $1.92M
|
183K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.6K+ 575.95% |
$1.62M - $1.74M
|
40.6K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
32.1KNew |
$1.5M - $1.62M
|
32.1K
$2.12M
|