Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2023. 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 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
4K+ 92.0% |
$199K - $210K
|
8.35K
$569K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.98K+ 64.31% |
$198K - $209K
|
10.2K
$693K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.74K+ 49.55% |
$186K - $197K
|
11.3K
$769K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.51K+ 92.56% |
$174K - $184K
|
7.3K
$497K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.51K+ 8.4% |
$174K - $184K
|
45.2K
$3.08M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.4K+ 11.93% |
$169K - $179K
|
31.9K
$2.17M
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.28K+ 48.31% |
$163K - $172K
|
10.1K
$686K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.21KNew |
$159K - $169K
|
3.21K
$219K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.19K+ 3.12% |
$158K - $167K
|
105K
$7.16M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.09K+ 41.43% |
$153K - $162K
|
10.6K
$719K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.02K+ 2.04% |
$150K - $159K
|
151K
$10.3M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.5K+ 4.78% |
$124K - $132K
|
54.9K
$3.74M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.5K+ 4.78% |
$124K - $132K
|
54.9K
$3.74M
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.49K+ 3.81% |
$123K - $131K
|
67.7K
$4.61M
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.45K+ 1.69% |
$121K - $129K
|
147K
$10M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.45K+ 195.6% |
$121K - $128K
|
3.7K
$252K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.3KNew |
$114K - $121K
|
2.3K
$157K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.22K+ 58.93% |
$110K - $117K
|
5.98K
$407K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.16K+ 31.53% |
$107K - $113K
|
9K
$613K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.94KNew |
$96K - $102K
|
1.94K
$132K
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.87K+ 1.26% |
$92.9K - $98.4K
|
150K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.87K+ 0.7% |
$92.6K - $98K
|
270K
$18.4M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.81K+ 26.25% |
$89.7K - $95K
|
8.69K
$592K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.76K+ 43.47% |
$87.2K - $92.3K
|
5.8K
$395K
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.64K+ 5.83% |
$81.4K - $86.2K
|
29.8K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.57K+ 2.22% |
$78.1K - $82.7K
|
72.4K
$4.93M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.55K+ 130.68% |
$76.7K - $81.2K
|
2.73K
$186K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.49K+ 2.18% |
$74K - $78.4K
|
70.1K
$4.77M
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.48K+ 27.48% |
$73.4K - $77.7K
|
6.86K
$467K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.41K+ 0.65% |
$69.8K - $73.9K
|
219K
$14.9M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.4K+ 26.87% |
$69.5K - $73.6K
|
6.61K
$450K
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.37K+ 6.29% |
$67.9K - $71.9K
|
23.1K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.34K+ 13.55% |
$66.7K - $70.6K
|
11.3K
$767K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.33K+ 4.1% |
$66.1K - $69.9K
|
33.8K
$2.3M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.32K+ 14.26% |
$65.6K - $69.4K
|
10.6K
$721K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.25K+ 5.49% |
$62.2K - $65.8K
|
24.1K
$1.64M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.22K+ 2.77% |
$60.5K - $64.1K
|
45.3K
$3.08M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.11KNew |
$55.2K - $58.4K
|
1.11K
$75.7K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.02K+ 0.97% |
$50.6K - $53.5K
|
106K
$7.23M
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.01K+ 4.05% |
$50K - $53K
|
25.9K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
934+ 20.03% |
$46.4K - $49.1K
|
5.6K
$381K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
917+ 9.98% |
$45.5K - $48.2K
|
10.1K
$689K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
855+ 8.75% |
$42.4K - $44.9K
|
10.6K
$724K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
797+ 7.99% |
$39.6K - $41.9K
|
10.8K
$734K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
768+ 8.56% |
$38.1K - $40.4K
|
9.74K
$663K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
757+ 19.06% |
$37.6K - $39.8K
|
4.73K
$322K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
755+ 1.72% |
$37.5K - $39.7K
|
44.6K
$3.04M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
728New |
$36.1K - $38.3K
|
728
$49.6K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
617+ 10.11% |
$30.6K - $32.4K
|
6.72K
$458K
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
600+ 6.29% |
$29.8K - $31.5K
|
10.1K
$690K
|