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 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-5.78K- 22.83% |
$355K - $389K
|
19.5K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5.88K- 3.36% |
$362K - $396K
|
169K
$11.3M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.96K- 12.87% |
$366K - $402K
|
40.3K
$2.7M
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-6.16K- 6.73% |
$378K - $415K
|
85.4K
$5.7M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-6.19K- 0.76% |
$381K - $417K
|
808K
$54M
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-6.48K- 3.95% |
$398K - $436K
|
158K
$10.5M
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.5K- 5.9% |
$400K - $438K
|
104K
$6.93M
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-6.51K- 4.18% |
$400K - $439K
|
149K
$9.97M
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-6.84K- 0.87% |
$420K - $461K
|
781K
$52.2M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.67K- 4.92% |
$471K - $516K
|
148K
$9.91M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.8K- 7.34% |
$480K - $525K
|
98.5K
$6.58M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.49K- 4.39% |
$522K - $572K
|
185K
$12.4M
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-9.97K- 30.93% |
$613K - $672K
|
22.3K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-10.1K- 89.77% |
$623K - $683K
|
1.16K
$77.2K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-10.3K- 7.8% |
$631K - $692K
|
121K
$8.11M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11K- 2.52% |
$675K - $739K
|
425K
$28.4M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.1K- 17.3% |
$679K - $744K
|
52.8K
$3.53M
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-11.6K- 2.3% |
$713K - $781K
|
493K
$32.9M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-13.6K- 18.73% |
$835K - $915K
|
58.9K
$3.94M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14K- 2.27% |
$861K - $944K
|
602K
$40.3M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-14.5K- 50.44% |
$893K - $979K
|
14.3K
$954K
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-14.8K- 45.95% |
$912K - $1M
|
17.5K
$1.17M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-15.1K- 23.86% |
$928K - $1.02M
|
48.2K
$3.22M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-18K- 26.25% |
$1.11M - $1.21M
|
50.5K
$3.38M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-59.7K- 10.6% |
$3.67M - $4.02M
|
503K
$33.6M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-67.8K- 46.37% |
$4.17M - $4.57M
|
78.4K
$5.24M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-74.2K- 24.29% |
$4.56M - $5M
|
231K
$15.5M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-82.8K- 77.07% |
$5.09M - $5.58M
|
24.6K
$1.65M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-84.6K- 30.39% |
$5.2M - $5.7M
|
194K
$13M
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-86.1K- 14.13% |
$5.29M - $5.8M
|
523K
$35M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-89.5K- 93.78% |
$5.5M - $6.03M
|
5.94K
$397K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-94.9K- 87.31% |
$5.83M - $6.39M
|
13.8K
$922K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-209K- 44.52% |
$12.8M - $14.1M
|
260K
$17.4M
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-374K- 61.66% |
$23M - $25.2M
|
233K
$15.5M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-510K- 4.03% |
$31.4M - $34.4M
|
12.1M
$812M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-537K- 86.14% |
$33M - $36.2M
|
86.4K
$5.77M
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-802K- 6.11% |
$49.3M - $54M
|
12.3M
$823M
|