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
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.4K+ 3.88% |
$735K - $886K
|
332K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.4K+ 6.41% |
$733K - $884K
|
205K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
11.9KNew |
$707K - $852K
|
11.9K
$865K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9KNew |
$704K - $848K
|
11.9K
$861K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11.4K+ 6.63% |
$678K - $817K
|
184K
$13.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
11.2KNew |
$662K - $798K
|
11.2K
$811K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
11.2KNew |
$662K - $798K
|
11.2K
$810K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11.1K+ 7.82% |
$655K - $789K
|
152K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
11K+ 40.49% |
$649K - $782K
|
38K
$2.76M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.9K+ 103.7% |
$645K - $778K
|
21.4K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.7K+ 19.97% |
$637K - $767K
|
64.6K
$4.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
10.6K+ 0.66% |
$630K - $760K
|
1.63M
$118M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.6K+ 87.57% |
$627K - $755K
|
22.7K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.4KNew |
$619K - $746K
|
10.4K
$757K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.3K+ 207.27% |
$611K - $737K
|
15.3K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.1KNew |
$596K - $718K
|
10.1K
$729K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
10K+ 217.3% |
$593K - $715K
|
14.6K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10K+ 3.66% |
$593K - $714K
|
283K
$20.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
9.83K+ 33.64% |
$582K - $702K
|
39.1K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.56K+ 272.78% |
$566K - $683K
|
13.1K
$947K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
9.54K+ 78.02% |
$565K - $681K
|
21.8K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.5K+ 30.82% |
$563K - $678K
|
40.3K
$2.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
9.47KNew |
$561K - $676K
|
9.47K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
9.42K+ 7.3% |
$558K - $672K
|
138K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.2K+ 3.76% |
$545K - $657K
|
254K
$18.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.15K+ 3.61% |
$542K - $653K
|
262K
$19M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
9.12K+ 18.44% |
$540K - $651K
|
58.6K
$4.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
9.06K+ 4.45% |
$537K - $647K
|
213K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.01K+ 6.33% |
$534K - $643K
|
151K
$11M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
8.81KNew |
$522K - $629K
|
8.81K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
8.77K+ 21.86% |
$520K - $626K
|
48.9K
$3.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8.52KNew |
$505K - $608K
|
8.52K
$617K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.32K+ 30.83% |
$493K - $594K
|
35.3K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
8.24K+ 9.15% |
$488K - $589K
|
98.4K
$7.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
8.24K+ 94.4% |
$488K - $589K
|
17K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
8.02KNew |
$475K - $573K
|
8.02K
$581K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8K+ 666.75% |
$474K - $571K
|
9.2K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.82K+ 11.56% |
$463K - $558K
|
75.5K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.51K+ 52.59% |
$445K - $536K
|
21.8K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.38KNew |
$437K - $527K
|
7.38K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.22K+ 72.84% |
$427K - $515K
|
17.1K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.07K+ 2.89% |
$419K - $505K
|
252K
$18.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
7.05KNew |
$418K - $503K
|
7.05K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.85KNew |
$406K - $489K
|
6.85K
$496K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.83K+ 33.22% |
$404K - $487K
|
27.4K
$1.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.69KNew |
$397K - $478K
|
6.69K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.46K+ 89.47% |
$383K - $461K
|
13.7K
$992K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.91K+ 1.15% |
$350K - $422K
|
518K
$37.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.83KNew |
$346K - $416K
|
5.83K
$423K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.72K+ 3.78% |
$339K - $408K
|
157K
$11.4M
|