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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2.96KNew |
$175K - $211K
|
2.96K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.96KNew |
$175K - $211K
|
2.96K
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.94KNew |
$174K - $210K
|
2.94K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.94K+ 18.94% |
$174K - $210K
|
18.5K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.9K+ 4.32% |
$172K - $207K
|
70.1K
$5.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
2.9KNew |
$172K - $207K
|
2.9K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.9KNew |
$172K - $207K
|
2.9K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.89KNew |
$171K - $206K
|
2.89K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.86KNew |
$169K - $204K
|
2.86K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.85KNew |
$169K - $203K
|
2.85K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.82K+ 7.23% |
$167K - $202K
|
41.9K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.82KNew |
$167K - $201K
|
2.82K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
2.79K+ 8.53% |
$165K - $199K
|
35.5K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.74K+ 65.49% |
$162K - $195K
|
6.91K
$501K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.7K+ 2.28% |
$160K - $193K
|
121K
$8.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.6K+ 20.99% |
$154K - $186K
|
15K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 349.8% |
$152K - $184K
|
3.31K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.55K+ 1.98% |
$151K - $182K
|
132K
$9.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5K+ 17.27% |
$148K - $179K
|
17K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.5K+ 14.82% |
$148K - $179K
|
19.4K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.49K+ 7.11% |
$147K - $177K
|
37.4K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.39K+ 47.32% |
$142K - $171K
|
7.44K
$539K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.18K+ 32.87% |
$129K - $156K
|
8.81K
$639K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.13K+ 12.72% |
$126K - $152K
|
18.8K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
2.02K+ 3.93% |
$120K - $144K
|
53.4K
$3.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.97K+ 57.3% |
$116K - $140K
|
5.4K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.96K+ 8.66% |
$116K - $140K
|
24.6K
$1.79M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 23.47% |
$116K - $139K
|
10.3K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.95K+ 15.35% |
$115K - $139K
|
14.6K
$1.06M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94K+ 9.96% |
$115K - $139K
|
21.5K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.78K+ 5.48% |
$105K - $127K
|
34.2K
$2.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.75K+ 11.01% |
$104K - $125K
|
17.6K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.68K+ 3.18% |
$99.4K - $120K
|
54.5K
$3.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.63K+ 17.76% |
$96.3K - $116K
|
10.8K
$781K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.62KNew |
$96K - $116K
|
1.62K
$117K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.6K+ 6.48% |
$94.7K - $114K
|
26.3K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.56K+ 15.1% |
$92.5K - $111K
|
11.9K
$863K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.49K+ 1.4% |
$88.1K - $106K
|
108K
$7.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.45K+ 5.07% |
$85.8K - $103K
|
30K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.38K+ 7.39% |
$81.6K - $98.4K
|
20K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.32K+ 3.45% |
$78.4K - $94.4K
|
39.7K
$2.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.31K+ 14.56% |
$77.8K - $93.7K
|
10.3K
$749K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.3KNew |
$76.9K - $92.7K
|
1.3K
$94.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.29K+ 40.67% |
$76.3K - $92K
|
4.46K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.27K+ 26.38% |
$75.5K - $91K
|
6.1K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.27K+ 13.26% |
$75.3K - $90.7K
|
10.9K
$787K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.25K+ 12.48% |
$73.9K - $89K
|
11.2K
$815K
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.23K+ 11.74% |
$72.7K - $87.6K
|
11.7K
$846K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.08KNew |
$64.1K - $77.2K
|
1.08K
$78.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.08K+ 22.78% |
$63.7K - $76.8K
|
5.8K
$420K
|