Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
3.29K+ 3.73% |
$189K - $215K
|
91.5K
$6.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.28KNew |
$188K - $214K
|
3.28K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.25K+ 14.35% |
$186K - $212K
|
25.9K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.17KNew |
$181K - $207K
|
3.17K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.07K+ 50.57% |
$176K - $200K
|
9.14K
$622K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
2.96K+ 34.38% |
$169K - $193K
|
11.6K
$787K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.95KNew |
$169K - $192K
|
2.95K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 33.07% |
$168K - $191K
|
11.8K
$802K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2.91K+ 132.17% |
$167K - $190K
|
5.1K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.86K+ 64.29% |
$164K - $187K
|
7.32K
$498K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.56K+ 14.57% |
$147K - $167K
|
20.2K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.55K+ 2519.8% |
$146K - $166K
|
2.65K
$180K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.54K+ 51.24% |
$145K - $166K
|
7.49K
$510K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.42K+ 5.05% |
$139K - $158K
|
50.4K
$3.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.36K+ 13.04% |
$136K - $154K
|
20.5K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.33K+ 6.05% |
$133K - $152K
|
40.8K
$2.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.1KNew |
$120K - $137K
|
2.1K
$143K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2K+ 2.4% |
$114K - $130K
|
85.2K
$5.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.92K+ 2.8% |
$110K - $126K
|
70.7K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.56K+ 16.08% |
$89.7K - $102K
|
11.3K
$769K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 0.61% |
$88.1K - $100K
|
252K
$17.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.5K+ 14.71% |
$85.7K - $97.7K
|
11.7K
$794K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.49K+ 20.37% |
$85.2K - $97.2K
|
8.79K
$599K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.48K+ 13.78% |
$84.6K - $96.4K
|
12.2K
$830K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.42K+ 35.96% |
$81.4K - $92.7K
|
5.37K
$365K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.42KNew |
$81.1K - $92.5K
|
1.42K
$96.4K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.27K+ 3.3% |
$72.5K - $82.7K
|
39.6K
$2.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.24K+ 14.84% |
$70.8K - $80.7K
|
9.56K
$651K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.19K+ 1.86% |
$67.9K - $77.4K
|
64.9K
$4.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 1.29% |
$67.7K - $77.2K
|
92.7K
$6.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.18K+ 1.94% |
$67.5K - $76.9K
|
61.7K
$4.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.15K+ 2.71% |
$66K - $75.3K
|
43.6K
$2.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.12K+ 18.62% |
$64K - $73K
|
7.12K
$485K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.07KNew |
$61.6K - $70.2K
|
1.07K
$73.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.06K+ 25.4% |
$60.7K - $69.1K
|
5.22K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.05K+ 17.04% |
$60.4K - $68.9K
|
7.24K
$493K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
1.02K+ 0.29% |
$58.6K - $66.8K
|
349K
$23.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1K+ 18.23% |
$57.3K - $65.3K
|
6.48K
$442K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
951+ 9.67% |
$54.5K - $62.1K
|
10.8K
$735K
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
922+ 1.64% |
$52.9K - $60.2K
|
57.1K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
910+ 13.34% |
$52.2K - $59.5K
|
7.73K
$527K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
856+ 4.46% |
$49.1K - $55.9K
|
20K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
763+ 5.76% |
$43.7K - $49.9K
|
14K
$955K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
741+ 5.88% |
$42.5K - $48.4K
|
13.3K
$909K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
716New |
$41K - $46.8K
|
716
$48.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
704+ 0.78% |
$40.4K - $46K
|
91K
$6.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
671+ 6.61% |
$38.5K - $43.8K
|
10.8K
$737K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
668New |
$38.3K - $43.6K
|
668
$45.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
653New |
$37.4K - $42.7K
|
653
$44.5K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
634+ 1.6% |
$36.3K - $41.4K
|
40.2K
$2.74M
|