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 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
606+ 4.29% |
$34.7K - $39.6K
|
14.7K
$984K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
575+ 5.86% |
$33K - $37.6K
|
10.4K
$694K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
545+ 2.32% |
$31.2K - $35.6K
|
24.1K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
541+ 61.2% |
$31K - $35.3K
|
1.43K
$95.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
506+ 2.11% |
$29K - $33.1K
|
24.5K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
500+ 4.92% |
$28.7K - $32.7K
|
10.7K
$713K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
442New |
$25.3K - $28.9K
|
442
$29.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
434+ 1.38% |
$24.9K - $28.4K
|
31.9K
$2.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
375+ 75.0% |
$21.5K - $24.5K
|
875
$58.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
365+ 0.67% |
$20.9K - $23.8K
|
54.8K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
356+ 2.35% |
$20.4K - $23.3K
|
15.5K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
343+ 5.2% |
$19.7K - $22.4K
|
6.94K
$464K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
326+ 3.11% |
$18.7K - $21.3K
|
10.8K
$722K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
325+ 6.76% |
$18.6K - $21.2K
|
5.13K
$343K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
303+ 2.34% |
$17.4K - $19.8K
|
13.3K
$887K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
300New |
$17.2K - $19.6K
|
300
$20.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
291+ 2.55% |
$16.7K - $19K
|
11.7K
$783K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
284+ 1.43% |
$16.3K - $18.6K
|
20.2K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
266+ 2.21% |
$15.2K - $17.4K
|
12.3K
$821K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
261+ 1.04% |
$15K - $17.1K
|
25.3K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
257New |
$14.7K - $16.8K
|
257
$17.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
255New |
$14.6K - $16.7K
|
255
$17K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
244New |
$14K - $15.9K
|
244
$16.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
243+ 0.16% |
$13.9K - $15.9K
|
149K
$9.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
238+ 4.62% |
$13.6K - $15.6K
|
5.39K
$360K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
219+ 1.2% |
$12.6K - $14.3K
|
18.4K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
208+ 25.74% |
$11.9K - $13.6K
|
1.02K
$67.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
167New |
$9.57K - $10.9K
|
167
$11.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
166+ 1.06% |
$9.52K - $10.8K
|
15.9K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
158+ 6.32% |
$9.06K - $10.3K
|
2.66K
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
156+ 0.99% |
$8.94K - $10.2K
|
15.9K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
151+ 1.2% |
$8.66K - $9.87K
|
12.7K
$852K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
149+ 0.19% |
$8.54K - $9.74K
|
79.6K
$5.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
141New |
$8.08K - $9.21K
|
141
$9.42K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
130+ 1.76% |
$7.45K - $8.49K
|
7.51K
$502K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
122+ 0.16% |
$6.99K - $7.97K
|
78.4K
$5.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
121+ 0.11% |
$6.94K - $7.91K
|
114K
$7.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
116+ 0.99% |
$6.65K - $7.58K
|
11.8K
$788K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
101+ 5.05% |
$5.79K - $6.6K
|
2.1K
$140K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
95+ 2.11% |
$5.45K - $6.21K
|
4.59K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
82+ 0.78% |
$4.7K - $5.36K
|
10.6K
$709K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
77+ 1.88% |
$4.41K - $5.03K
|
4.17K
$279K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
61+ 1.11% |
$3.5K - $3.99K
|
5.57K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
51+ 1.13% |
$2.92K - $3.33K
|
4.56K
$305K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
47+ 1.38% |
$2.69K - $3.07K
|
3.44K
$230K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33+ 0.7% |
$1.89K - $2.16K
|
4.74K
$317K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
29+ 0.34% |
$1.66K - $1.89K
|
8.47K
$566K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22+ 0.08% |
$1.26K - $1.44K
|
26.9K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20+ 0.14% |
$1.15K - $1.31K
|
13.9K
$932K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
15+ 24.59% |
$860 - $980
|
76
$5.08K
|