Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12K+ 82.99% |
$584K - $642K
|
26.5K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11.9KNew |
$578K - $636K
|
11.9K
$812K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
11.7KNew |
$570K - $627K
|
11.7K
$800K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
11.7K+ 134.64% |
$570K - $627K
|
20.5K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
11.6KNew |
$563K - $619K
|
11.6K
$790K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$560K - $616K
|
11.5K
$786K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
10.7K+ 7.9% |
$518K - $570K
|
146K
$9.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
9.43KNew |
$457K - $503K
|
9.43K
$642K
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
9.35K+ 8.98% |
$453K - $499K
|
113K
$7.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.59KNew |
$417K - $458K
|
8.59K
$585K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.19K+ 9.49% |
$397K - $437K
|
94.5K
$6.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.08K+ 11.54% |
$392K - $431K
|
78.1K
$5.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7.58K+ 57.71% |
$368K - $404K
|
20.7K
$1.41M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.55KNew |
$366K - $403K
|
7.55K
$514K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
7.46K+ 124.56% |
$362K - $398K
|
13.4K
$916K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
7.05K+ 13.64% |
$342K - $376K
|
58.8K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.72K+ 90.4% |
$326K - $358K
|
14.1K
$964K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.56KNew |
$318K - $350K
|
6.56K
$447K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.36K+ 8.22% |
$308K - $339K
|
83.8K
$5.71M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.17K+ 16.95% |
$299K - $329K
|
42.6K
$2.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.1K+ 37.97% |
$296K - $325K
|
22.2K
$1.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.81KNew |
$282K - $310K
|
5.81K
$396K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.78KNew |
$280K - $309K
|
5.78K
$394K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.74K+ 15.67% |
$279K - $306K
|
42.4K
$2.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
5.55K+ 12.57% |
$269K - $296K
|
49.7K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.45K+ 4.43% |
$264K - $291K
|
129K
$8.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.44K+ 7.52% |
$264K - $290K
|
77.7K
$5.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.42KNew |
$263K - $289K
|
5.42K
$369K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.38K+ 17.34% |
$261K - $287K
|
36.4K
$2.48M
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
5.24KNew |
$254K - $280K
|
5.24K
$357K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
5K+ 1000.0% |
$243K - $267K
|
5.5K
$375K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.45KNew |
$216K - $237K
|
4.45K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.41KNew |
$214K - $235K
|
4.41K
$300K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.3KNew |
$209K - $230K
|
4.3K
$293K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.11KNew |
$199K - $219K
|
4.11K
$280K
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
4.1KNew |
$199K - $219K
|
4.1K
$279K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
4.1K+ 10.94% |
$199K - $219K
|
41.5K
$2.83M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.07KNew |
$197K - $217K
|
4.07K
$277K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4KNew |
$194K - $214K
|
4K
$273K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4KNew |
$194K - $213K
|
4K
$272K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.91KNew |
$189K - $208K
|
3.91K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.86KNew |
$187K - $206K
|
3.86K
$263K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
3.82KNew |
$185K - $204K
|
3.82K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.77K+ 25.69% |
$183K - $201K
|
18.4K
$1.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.63K+ 14.76% |
$176K - $193K
|
28.2K
$1.92M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.44K+ 356.48% |
$167K - $184K
|
4.41K
$300K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.19K+ 31.6% |
$155K - $170K
|
13.3K
$905K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.16K+ 18.38% |
$153K - $169K
|
20.4K
$1.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3KNew |
$145K - $160K
|
3K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.95KNew |
$143K - $158K
|
2.95K
$201K
|