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 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
59.5K+ 15.94% |
$3.52M - $4.25M
|
433K
$31.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
56.8KNew |
$3.37M - $4.06M
|
56.8K
$4.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
52.2K+ 943.35% |
$3.09M - $3.72M
|
57.7K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
51.6KNew |
$3.06M - $3.68M
|
51.6K
$3.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
51.1K+ 216.32% |
$3.03M - $3.65M
|
74.7K
$5.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
50.2KNew |
$2.97M - $3.58M
|
50.2K
$3.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49K+ 4.4% |
$2.9M - $3.5M
|
1.16M
$84.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
47.6K+ 836.83% |
$2.82M - $3.4M
|
53.3K
$3.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
42.6KNew |
$2.52M - $3.04M
|
42.6K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
41.8K+ 33.78% |
$2.48M - $2.99M
|
166K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.6K+ 195.87% |
$2.47M - $2.97M
|
62.9K
$4.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
40.2K+ 53.53% |
$2.38M - $2.87M
|
115K
$8.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40.2K+ 22.09% |
$2.38M - $2.87M
|
222K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
40KNew |
$2.37M - $2.85M
|
40K
$2.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
38.7K+ 52.16% |
$2.29M - $2.76M
|
113K
$8.18M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37.1K+ 2.64% |
$2.2M - $2.65M
|
1.44M
$105M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
36.8K+ 311.69% |
$2.18M - $2.62M
|
48.6K
$3.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.7K+ 9.42% |
$2.18M - $2.62M
|
427K
$31M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.1K+ 38.26% |
$2.02M - $2.43M
|
123K
$8.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.4KNew |
$1.92M - $2.31M
|
32.4K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32.4K+ 7.41% |
$1.92M - $2.31M
|
470K
$34M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29.8K+ 451.91% |
$1.77M - $2.13M
|
36.4K
$2.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22.7K+ 495.24% |
$1.34M - $1.62M
|
27.3K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
21.8KNew |
$1.29M - $1.56M
|
21.8K
$1.58M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21.7KNew |
$1.29M - $1.55M
|
21.7K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
21.3KNew |
$1.26M - $1.52M
|
21.3K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
20.8KNew |
$1.23M - $1.48M
|
20.8K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4K+ 22.69% |
$1.21M - $1.46M
|
110K
$7.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
20.3KNew |
$1.2M - $1.45M
|
20.3K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
19.6K+ 235.0% |
$1.16M - $1.4M
|
28K
$2.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
19.3KNew |
$1.15M - $1.38M
|
19.3K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
18.6K+ 17.21% |
$1.1M - $1.33M
|
127K
$9.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
18.5K+ 398.6% |
$1.1M - $1.32M
|
23.2K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 13.44% |
$1.04M - $1.25M
|
148K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
17.5K+ 125.38% |
$1.04M - $1.25M
|
31.5K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
17.4KNew |
$1.03M - $1.24M
|
17.4K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.4K+ 38.92% |
$1.03M - $1.24M
|
62K
$4.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.3K+ 7.99% |
$1.03M - $1.24M
|
234K
$17M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
16.9K+ 181.32% |
$1M - $1.21M
|
26.3K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
16.3K+ 20.96% |
$965K - $1.16M
|
94K
$6.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
16.1K+ 6.78% |
$952K - $1.15M
|
253K
$18.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15.7KNew |
$931K - $1.12M
|
15.7K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
15.1K+ 16.55% |
$895K - $1.08M
|
106K
$7.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
14.6K+ 40.59% |
$864K - $1.04M
|
50.5K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.7K+ 15.2% |
$812K - $979K
|
104K
$7.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
13.6K+ 102.38% |
$807K - $972K
|
26.9K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
13.5K+ 305.58% |
$801K - $965K
|
17.9K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
13.4K+ 3.22% |
$794K - $957K
|
430K
$31.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
12.6K+ 2.1% |
$747K - $900K
|
614K
$44.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
12.6K+ 202.99% |
$744K - $896K
|
18.7K
$1.36M
|