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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.06% |
$298 - $315
|
10.6K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.0% |
$199 - $210
|
173K
$11.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.36% |
$149 - $158
|
825
$54.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.07% |
$149 - $158
|
4.02K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.04% |
$99.3 - $105
|
5.05K
$335K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.02% |
$99.3 - $105
|
8.6K
$571K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1New |
$49.6 - $52.6
|
1
$66.4
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.58% |
$49.6 - $52.6
|
174
$11.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1- 0.05% |
$49.6 - $52.6
|
2.2K
$146K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3- 0.01% |
$149 - $158
|
29.2K
$1.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-11- 0.21% |
$546 - $578
|
5.2K
$346K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13- 0.03% |
$645 - $683
|
40.5K
$2.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17- 0.12% |
$844 - $893
|
14.7K
$977K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-39Closed |
$1.94K - $2.05K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-40- 0.53% |
$1.99K - $2.1K
|
7.53K
$500K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-42- 0.54% |
$2.08K - $2.21K
|
7.69K
$511K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-54- 0.05% |
$2.68K - $2.84K
|
103K
$6.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-58- 1.22% |
$2.88K - $3.05K
|
4.7K
$312K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-76- 0.61% |
$3.77K - $3.99K
|
12.3K
$817K
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-82- 1.98% |
$4.07K - $4.31K
|
4.07K
$270K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-96- 0.21% |
$4.76K - $5.04K
|
45.8K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-142- 0.15% |
$7.05K - $7.46K
|
91.7K
$6.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-156- 0.53% |
$7.74K - $8.2K
|
29.4K
$1.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-198- 33.0% |
$9.83K - $10.4K
|
402
$26.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-200- 3.67% |
$9.93K - $10.5K
|
5.25K
$349K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-203- 2.92% |
$10.1K - $10.7K
|
6.76K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-240- 0.08% |
$11.9K - $12.6K
|
286K
$19M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-254- 4.7% |
$12.6K - $13.3K
|
5.16K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-256- 3.74% |
$12.7K - $13.5K
|
6.6K
$438K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-325- 1.58% |
$16.1K - $17.1K
|
20.3K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-343- 25.77% |
$17K - $18K
|
988
$65.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-356- 2.24% |
$17.7K - $18.7K
|
15.5K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-390- 0.2% |
$19.4K - $20.5K
|
195K
$13M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-406- 6.63% |
$20.1K - $21.3K
|
5.72K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-434- 0.53% |
$21.5K - $22.8K
|
81.1K
$5.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-454- 7.08% |
$22.5K - $23.9K
|
5.96K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-479- 84.63% |
$23.8K - $25.2K
|
87
$5.78K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-488- 0.94% |
$24.2K - $25.6K
|
51.6K
$3.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-506- 1.09% |
$25.1K - $26.6K
|
46.1K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-591- 4.32% |
$29.3K - $31.1K
|
13.1K
$871K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-632- 1.73% |
$31.4K - $33.2K
|
36K
$2.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-665- 1.97% |
$33K - $34.9K
|
33.1K
$2.2M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-692- 12.95% |
$34.3K - $36.4K
|
4.65K
$309K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-710- 10.38% |
$35.2K - $37.3K
|
6.13K
$407K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-770- 5.13% |
$38.2K - $40.5K
|
14.2K
$946K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-777- 27.28% |
$38.6K - $40.8K
|
2.07K
$138K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-791- 2.35% |
$39.3K - $41.6K
|
32.9K
$2.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-858- 9.97% |
$42.6K - $45.1K
|
7.75K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-868- 2.14% |
$43.1K - $45.6K
|
39.7K
$2.64M
|