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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
192+ 2.13% |
$11.4K - $13.7K
|
9.2K
$667K
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
183New |
$10.8K - $13.1K
|
183
$13.3K
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
166+ 1.08% |
$9.83K - $11.9K
|
15.5K
$1.13M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
160New |
$9.48K - $11.4K
|
160
$11.6K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
155+ 19.16% |
$9.18K - $11.1K
|
964
$69.9K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
153New |
$9.06K - $10.9K
|
153
$11.1K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
139New |
$8.23K - $9.92K
|
139
$10.1K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
132+ 1.41% |
$7.82K - $9.42K
|
9.51K
$689K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
129New |
$7.64K - $9.21K
|
129
$9.35K
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
122+ 3.65% |
$7.23K - $8.71K
|
3.47K
$251K
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
120+ 0.1% |
$7.11K - $8.57K
|
121K
$8.74M
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
111+ 1.11% |
$6.58K - $7.92K
|
10.1K
$736K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
106New |
$6.28K - $7.57K
|
106
$7.68K
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
102+ 0.23% |
$6.04K - $7.28K
|
44.3K
$3.21M
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
102+ 3.26% |
$6.04K - $7.28K
|
3.23K
$234K
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
98+ 0.96% |
$5.81K - $7K
|
10.4K
$751K
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
83New |
$4.92K - $5.93K
|
83
$6.02K
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
82+ 1.19% |
$4.86K - $5.85K
|
6.96K
$505K
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
79+ 0.81% |
$4.68K - $5.64K
|
9.8K
$711K
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
74+ 0.89% |
$4.38K - $5.28K
|
8.34K
$605K
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
71+ 0.18% |
$4.21K - $5.07K
|
39.2K
$2.85M
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
70New |
$4.15K - $5K
|
70
$5.07K
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
63+ 10.52% |
$3.73K - $4.5K
|
662
$48K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58+ 28.43% |
$3.44K - $4.14K
|
262
$19K
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
47+ 0.23% |
$2.78K - $3.36K
|
20.3K
$1.47M
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
43+ 0.88% |
$2.55K - $3.07K
|
4.93K
$357K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42+ 1.0% |
$2.49K - $3K
|
4.24K
$308K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
36+ 0.86% |
$2.13K - $2.57K
|
4.23K
$306K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 140.91% |
$1.84K - $2.21K
|
53
$3.84K
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
24+ 0.18% |
$1.42K - $1.71K
|
13.2K
$960K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24+ 0.49% |
$1.42K - $1.71K
|
4.9K
$355K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
21+ 0.04% |
$1.24K - $1.5K
|
47.1K
$3.41M
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
19+ 0.15% |
$1.13K - $1.36K
|
12.4K
$900K
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
17+ 0.27% |
$1.01K - $1.21K
|
6.25K
$453K
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
16+ 0.07% |
$948 - $1.14K
|
21.5K
$1.56M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15+ 1.25% |
$889 - $1.07K
|
1.21K
$87.9K
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12+ 0.07% |
$711 - $857
|
18.1K
$1.31M
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
10+ 0.19% |
$592 - $714
|
5.36K
$389K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$474 - $571
|
5.59K
$405K
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8+ 0.16% |
$474 - $571
|
5.08K
$368K
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
8+ 0.23% |
$474 - $571
|
3.47K
$251K
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
5+ 1.27% |
$296 - $357
|
400
$29K
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4+ 0.07% |
$237 - $286
|
6.11K
$443K
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.09% |
$178 - $214
|
3.21K
$233K
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3+ 0.06% |
$178 - $214
|
5.23K
$379K
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3+ 0.04% |
$178 - $214
|
8.32K
$603K
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$178 - $214
|
3
$217
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 75.0% |
$178 - $214
|
7
$507
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$59.2 - $71.4
|
831
$60.2K
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.02% |
$59.2 - $71.4
|
5.04K
$365K
|