Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2024. 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 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.19K+ 1.52% |
$73.3K - $80.4K
|
79.8K
$5.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.18K+ 3.71% |
$72.7K - $79.7K
|
33.1K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.17K+ 0.78% |
$72.2K - $79.1K
|
151K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 16.47% |
$70.3K - $77K
|
8.08K
$537K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.13K+ 20.15% |
$69.5K - $76.1K
|
6.74K
$448K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.13K+ 4.11% |
$69.3K - $76K
|
28.6K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.12K+ 2.82% |
$68.8K - $75.4K
|
40.7K
$2.71M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.12K+ 2.73% |
$68.5K - $75.1K
|
41.9K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11K+ 38.98% |
$68.3K - $74.8K
|
3.96K
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.09K+ 11.23% |
$67.2K - $73.6K
|
10.8K
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.07K+ 3.17% |
$65.8K - $72.1K
|
34.8K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.02K+ 5.46% |
$62.9K - $68.9K
|
19.7K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.01K+ 23.85% |
$62.1K - $68.1K
|
5.25K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
923+ 3.76% |
$56.7K - $62.2K
|
25.5K
$1.69M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
907+ 26.35% |
$55.8K - $61.1K
|
4.35K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
883+ 1.2% |
$54.3K - $59.5K
|
74.6K
$4.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
864+ 0.81% |
$53.1K - $58.2K
|
108K
$7.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
821New |
$50.5K - $55.3K
|
821
$54.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
750+ 18.74% |
$46.1K - $50.5K
|
4.75K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
738+ 19.42% |
$45.4K - $49.7K
|
4.54K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
728New |
$44.8K - $49K
|
728
$48.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
693+ 6.42% |
$42.6K - $46.7K
|
11.5K
$763K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
675New |
$41.5K - $45.5K
|
675
$44.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
658+ 6.89% |
$40.4K - $44.3K
|
10.2K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
647+ 4.87% |
$39.8K - $43.6K
|
13.9K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
635+ 4.76% |
$39K - $42.8K
|
14K
$929K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
597+ 1.91% |
$36.7K - $40.2K
|
31.8K
$2.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
568+ 17.95% |
$34.9K - $38.3K
|
3.73K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
563+ 2.75% |
$34.6K - $37.9K
|
21.1K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
560New |
$34.4K - $37.7K
|
560
$37.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
552+ 14.35% |
$33.9K - $37.2K
|
4.4K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
543+ 0.88% |
$33.4K - $36.6K
|
62.3K
$4.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
526+ 9.56% |
$32.3K - $35.4K
|
6.03K
$400K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
522+ 178.77% |
$32.1K - $35.2K
|
814
$54.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$30.7K - $33.7K
|
500
$33.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
486+ 8.51% |
$29.9K - $32.7K
|
6.2K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
442+ 2.77% |
$27.2K - $29.8K
|
16.4K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
441+ 3.59% |
$27.1K - $29.7K
|
12.7K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
400+ 277.78% |
$24.6K - $26.9K
|
544
$36.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
384New |
$23.6K - $25.9K
|
384
$25.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
376+ 296.06% |
$23.1K - $25.3K
|
503
$33.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
333+ 1.16% |
$20.5K - $22.4K
|
29.1K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
329+ 2.7% |
$20.2K - $22.2K
|
12.5K
$831K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
309+ 2.2% |
$19K - $20.8K
|
14.3K
$952K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
306+ 2.87% |
$18.8K - $20.6K
|
11K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
306+ 0.39% |
$18.8K - $20.6K
|
78.7K
$5.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
291+ 1.07% |
$17.9K - $19.6K
|
27.6K
$1.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
275+ 5.36% |
$16.9K - $18.5K
|
5.41K
$359K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
254+ 6.07% |
$15.6K - $17.1K
|
4.44K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
253+ 8.59% |
$15.6K - $17K
|
3.2K
$212K
|