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
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.9K+ 7.85% |
$141K - $155K
|
39.9K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
2.76K+ 9.26% |
$134K - $147K
|
32.6K
$2.22M
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
2.76K+ 7.03% |
$134K - $147K
|
42K
$2.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.64KNew |
$128K - $141K
|
2.64K
$180K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.55K+ 1.75% |
$124K - $136K
|
148K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.54K+ 0.62% |
$123K - $135K
|
413K
$28.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
2.5K+ 16.4% |
$121K - $134K
|
17.8K
$1.21M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.45K+ 0.95% |
$119K - $131K
|
260K
$17.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.29KNew |
$111K - $122K
|
2.29K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 13.75% |
$105K - $116K
|
18K
$1.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.91KNew |
$92.4K - $102K
|
1.91K
$130K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.84K+ 1.26% |
$89.2K - $98.2K
|
148K
$10.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.7KNew |
$82.5K - $90.7K
|
1.7K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.64K+ 1.28% |
$79.3K - $87.3K
|
130K
$8.85M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.52KNew |
$73.8K - $81.2K
|
1.52K
$104K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.47K+ 9.66% |
$71.1K - $78.2K
|
16.6K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.45KNew |
$70.1K - $77.2K
|
1.45K
$98.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.38KNew |
$67.1K - $73.9K
|
1.38K
$94.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24K+ 1.51% |
$60.3K - $66.3K
|
83.6K
$5.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.54% |
$59K - $64.9K
|
80K
$5.45M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.2K+ 1.88% |
$58.3K - $64.1K
|
65.1K
$4.43M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
1.18K+ 6.53% |
$57K - $62.8K
|
19.2K
$1.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.03K+ 15.16% |
$49.9K - $54.9K
|
7.81K
$532K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
1.02K+ 33.94% |
$49.4K - $54.4K
|
4.02K
$274K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
975New |
$47.3K - $52K
|
975
$66.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
950+ 3.61% |
$46.1K - $50.7K
|
27.3K
$1.86M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
941+ 7.22% |
$45.6K - $50.2K
|
14K
$952K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
935+ 14.38% |
$45.3K - $49.9K
|
7.44K
$506K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
863New |
$41.9K - $46K
|
863
$58.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
840+ 13.37% |
$40.7K - $44.8K
|
7.12K
$485K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
840+ 13.37% |
$40.7K - $44.8K
|
7.12K
$485K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
816+ 4.43% |
$39.6K - $43.5K
|
19.2K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
792+ 7.96% |
$38.4K - $42.3K
|
10.7K
$732K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
752+ 3.0% |
$36.5K - $40.1K
|
25.8K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
727New |
$35.3K - $38.8K
|
727
$49.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
718+ 4.64% |
$34.8K - $38.3K
|
16.2K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
710+ 3.92% |
$34.4K - $37.9K
|
18.8K
$1.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
700New |
$34K - $37.4K
|
700
$47.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
650New |
$31.5K - $34.7K
|
650
$44.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
594+ 14.09% |
$28.8K - $31.7K
|
4.81K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
570New |
$27.6K - $30.4K
|
570
$38.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
506+ 1.98% |
$24.5K - $27K
|
26K
$1.77M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
503+ 8.75% |
$24.4K - $26.8K
|
6.25K
$426K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
488+ 1.06% |
$23.7K - $26K
|
46.5K
$3.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
479+ 10.87% |
$23.2K - $25.6K
|
4.89K
$333K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
461+ 10.16% |
$22.4K - $24.6K
|
5K
$340K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
461+ 3.09% |
$22.4K - $24.6K
|
15.4K
$1.05M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
451New |
$21.9K - $24.1K
|
451
$30.7K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
440+ 7.48% |
$21.3K - $23.5K
|
6.32K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
434New |
$21K - $23.2K
|
434
$29.6K
|