Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.17K+ 28.71% |
$395K - $418K
|
36.6K
$2.49M
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
7.44K+ 5.83% |
$360K - $381K
|
135K
$9.18M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.06K+ 69.5% |
$341K - $361K
|
17.2K
$1.17M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.99KNew |
$290K - $307K
|
5.99K
$407K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.89K+ 6.39% |
$285K - $302K
|
98.1K
$6.66M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.88KNew |
$285K - $301K
|
5.88K
$400K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.88K+ 15.2% |
$236K - $250K
|
37K
$2.51M
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.63K+ 3.24% |
$224K - $237K
|
147K
$10M
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.6KNew |
$223K - $236K
|
4.6K
$313K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
4.35KNew |
$210K - $223K
|
4.35K
$295K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.32KNew |
$209K - $221K
|
4.32K
$293K
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.31KNew |
$208K - $220K
|
4.31K
$292K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.82K+ 41.02% |
$185K - $196K
|
13.1K
$892K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.74K+ 8.57% |
$181K - $191K
|
47.3K
$3.21M
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.61K+ 31.19% |
$174K - $185K
|
15.2K
$1.03M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.52K+ 8.28% |
$170K - $180K
|
46K
$3.12M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.51K+ 16.29% |
$170K - $180K
|
25.1K
$1.7M
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
BUY
|
- |
2.99K+ 12.79% |
$144K - $153K
|
26.3K
$1.79M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.94K+ 311.11% |
$142K - $150K
|
3.89K
$264K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.79K+ 4.02% |
$135K - $143K
|
72.3K
$4.91M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.57K+ 12.23% |
$124K - $131K
|
23.6K
$1.6M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
2.25K+ 17.03% |
$109K - $115K
|
15.5K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.22K+ 6.3% |
$107K - $114K
|
37.5K
$2.55M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.18K+ 47.71% |
$105K - $111K
|
6.74K
$458K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.1K+ 1.07% |
$101K - $107K
|
197K
$13.4M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2K+ 1000.0% |
$96.7K - $102K
|
2.2K
$149K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.94KNew |
$93.9K - $99.4K
|
1.94K
$132K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.92K+ 738.08% |
$92.8K - $98.2K
|
2.18K
$148K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.83K+ 14.72% |
$88.6K - $93.8K
|
14.3K
$970K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.66K+ 4.77% |
$80.2K - $84.9K
|
36.4K
$2.47M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
1.65K+ 3.56% |
$79.8K - $84.5K
|
48.1K
$3.26M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.55K+ 36.99% |
$75.1K - $79.4K
|
5.75K
$390K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.54K+ 11.5% |
$74.5K - $78.8K
|
14.9K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.44K+ 3.71% |
$69.4K - $73.5K
|
40.1K
$2.72M
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 10.36% |
$65.8K - $69.7K
|
14.5K
$984K
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.34K+ 4.35% |
$64.9K - $68.7K
|
32.2K
$2.19M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.24K+ 1.6% |
$60.1K - $63.6K
|
78.8K
$5.35M
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.22KNew |
$59.2K - $62.7K
|
1.22K
$83.1K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.08KNew |
$52.3K - $55.4K
|
1.08K
$73.5K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
996+ 29.21% |
$48.2K - $51K
|
4.41K
$299K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
912+ 10.51% |
$44.1K - $46.7K
|
9.59K
$651K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
858+ 9.28% |
$41.5K - $43.9K
|
10.1K
$686K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
857+ 14.56% |
$41.4K - $43.9K
|
6.74K
$458K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
809+ 36.89% |
$39.1K - $41.4K
|
3K
$204K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
805+ 4.57% |
$38.9K - $41.2K
|
18.4K
$1.25M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
644New |
$31.1K - $33K
|
644
$43.7K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
623+ 4.11% |
$30.1K - $31.9K
|
15.8K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
615+ 2.1% |
$29.7K - $31.5K
|
29.9K
$2.03M
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
602+ 4.11% |
$29.1K - $30.8K
|
15.3K
$1.04M
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
545+ 0.14% |
$26.4K - $27.9K
|
393K
$26.7M
|