Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q2 2025. 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 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.6K- 41.38% |
$747K - $901K
|
17.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.9K- 3.65% |
$944K - $1.14M
|
421K
$30.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-17.6K- 33.32% |
$1.04M - $1.26M
|
35.2K
$2.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.9K- 3.91% |
$1.12M - $1.35M
|
465K
$33.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-20.7K- 1.45% |
$1.23M - $1.48M
|
1.41M
$102M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.6K- 26.17% |
$1.28M - $1.54M
|
60.9K
$4.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24.5K- 80.84% |
$1.45M - $1.75M
|
5.82K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-25.9K- 4.86% |
$1.54M - $1.85M
|
507K
$36.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-27.1K- 78.23% |
$1.6M - $1.93M
|
7.53K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.9K- 17.43% |
$1.65M - $1.99M
|
132K
$9.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-30.6K- 13.18% |
$1.81M - $2.19M
|
202K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-32.8K- 45.61% |
$1.94M - $2.34M
|
39.1K
$2.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-39.6K- 41.55% |
$2.35M - $2.83M
|
55.7K
$4.04M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-41.6K- 67.03% |
$2.46M - $2.97M
|
20.4K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-49.6K- 29.18% |
$2.94M - $3.54M
|
120K
$8.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-54.1K- 94.71% |
$3.21M - $3.86M
|
3.02K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-58.4K- 35.51% |
$3.46M - $4.17M
|
106K
$7.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-66K- 42.02% |
$3.91M - $4.71M
|
91.1K
$6.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-71.3K- 5.79% |
$4.22M - $5.09M
|
1.16M
$84M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-71.4K- 23.65% |
$4.23M - $5.1M
|
231K
$16.7M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-92.7K- 19.78% |
$5.49M - $6.62M
|
376K
$27.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-93.7K- 42.38% |
$5.55M - $6.69M
|
127K
$9.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-96.7K- 2.22% |
$5.73M - $6.9M
|
4.25M
$308M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-120K- 30.13% |
$7.11M - $8.56M
|
278K
$20.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-127K- 65.24% |
$7.54M - $9.08M
|
67.8K
$4.91M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-132K- 76.56% |
$7.81M - $9.41M
|
40.4K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-132K- 76.56% |
$7.81M - $9.41M
|
40.4K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-175K- 24.75% |
$10.4M - $12.5M
|
531K
$38.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-179K- 2.35% |
$10.6M - $12.8M
|
7.46M
$541M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-217K- 94.3% |
$12.9M - $15.5M
|
13.1K
$953K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-236K- 99.73% |
$14M - $16.9M
|
642
$46.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-247K- 10.6% |
$14.6M - $17.6M
|
2.08M
$151M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-248K- 55.46% |
$14.7M - $17.7M
|
199K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-263K- 17.12% |
$15.6M - $18.8M
|
1.28M
$92.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-301K- 27.26% |
$17.8M - $21.5M
|
803K
$58.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-823K- 82.79% |
$48.7M - $58.7M
|
171K
$12.4M
|