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
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.11% |
$59.2 - $71.4
|
919
$66.6K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$59.2 - $71.4
|
6.4K
$464K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.01% |
$59.2 - $71.4
|
9.32K
$675K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.32% |
$59.2 - $71.4
|
77
$5.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2- 0.06% |
$118 - $143
|
3.56K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3- 0.04% |
$178 - $214
|
6.76K
$490K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6- 0.01% |
$355 - $428
|
46.3K
$3.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12- 0.29% |
$711 - $857
|
4.19K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 1.7% |
$770 - $928
|
752
$54.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-20- 0.08% |
$1.18K - $1.43K
|
24.3K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-23- 0.18% |
$1.36K - $1.64K
|
12.7K
$921K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-23- 0.24% |
$1.36K - $1.64K
|
9.46K
$686K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-24- 0.21% |
$1.42K - $1.71K
|
11.4K
$824K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-29- 0.41% |
$1.72K - $2.07K
|
7.07K
$513K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-51- 0.56% |
$3.02K - $3.64K
|
8.98K
$651K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-54- 1.11% |
$3.2K - $3.86K
|
4.79K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-54- 1.7% |
$3.2K - $3.86K
|
3.13K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-59- 23.51% |
$3.5K - $4.21K
|
192
$13.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-63- 0.8% |
$3.73K - $4.5K
|
7.81K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-72- 24.08% |
$4.27K - $5.14K
|
227
$16.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-73- 2.31% |
$4.32K - $5.21K
|
3.09K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-77- 1.29% |
$4.56K - $5.5K
|
5.89K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-77- 1.1% |
$4.56K - $5.5K
|
6.95K
$504K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-80- 0.51% |
$4.74K - $5.71K
|
15.7K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-84- 1.75% |
$4.98K - $6K
|
4.72K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.25% |
$5.04K - $6.07K
|
6.7K
$486K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-107- 29.97% |
$6.34K - $7.64K
|
250
$18.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-125- 1.97% |
$7.41K - $8.92K
|
6.23K
$452K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-136- 2.43% |
$8.06K - $9.71K
|
5.46K
$396K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-143- 0.49% |
$8.47K - $10.2K
|
28.8K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-150- 1.77% |
$8.89K - $10.7K
|
8.34K
$604K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-151Closed |
$8.95K - $10.8K
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-157- 1.41% |
$9.3K - $11.2K
|
11K
$798K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-170- 1.14% |
$10.1K - $12.1K
|
14.8K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173- 0.61% |
$10.2K - $12.4K
|
28.4K
$2.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-173- 1.09% |
$10.2K - $12.4K
|
15.7K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-174- 1.23% |
$10.3K - $12.4K
|
14K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-175- 3.78% |
$10.4K - $12.5K
|
4.46K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-203- 2.66% |
$12K - $14.5K
|
7.44K
$539K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-210- 2.48% |
$12.4K - $15K
|
8.25K
$598K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-247- 3.22% |
$14.6K - $17.6K
|
7.43K
$538K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-254- 7.1% |
$15K - $18.1K
|
3.32K
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-279- 2.22% |
$16.5K - $19.9K
|
12.3K
$890K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-283- 4.12% |
$16.8K - $20.2K
|
6.59K
$478K
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-287- 2.67% |
$17K - $20.5K
|
10.5K
$758K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-291- 6.33% |
$17.2K - $20.8K
|
4.3K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-307- 8.03% |
$18.2K - $21.9K
|
3.52K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-346- 4.57% |
$20.5K - $24.7K
|
7.22K
$523K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-367- 1.16% |
$21.7K - $26.2K
|
31.2K
$2.26M
|