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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-266- 1.37% |
$12.9K - $14.2K
|
19.2K
$1.28M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-268- 1.84% |
$13K - $14.3K
|
14.3K
$947K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-282- 0.75% |
$13.7K - $15K
|
37.2K
$2.47M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-334- 2.6% |
$16.2K - $17.8K
|
12.5K
$833K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-380- 1.36% |
$18.4K - $20.3K
|
27.5K
$1.82M
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-500- 5.81% |
$24.3K - $26.7K
|
8.1K
$538K
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-506- 8.3% |
$24.5K - $27K
|
5.59K
$371K
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-600- 7.87% |
$29.1K - $32K
|
7.03K
$467K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-645- 1.03% |
$31.3K - $34.4K
|
61.8K
$4.11M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-664- 2.04% |
$32.2K - $35.4K
|
31.8K
$2.11M
|
|
Jan 31, 2022
Q4 2021
|
Performa LTD (Us), LLC
|
SELL
|
- |
-665- 0.73% |
$32.3K - $35.5K
|
90.4K
$6M
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-825- 9.09% |
$40K - $44K
|
8.25K
$548K
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-841- 1.56% |
$40.8K - $44.9K
|
53.2K
$3.54M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-853- 12.66% |
$41.4K - $45.5K
|
5.89K
$391K
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-978- 2.78% |
$47.4K - $52.2K
|
34.2K
$2.27M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-989- 4.2% |
$48K - $52.8K
|
22.6K
$1.5M
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.04K- 1.96% |
$50.3K - $55.4K
|
51.8K
$3.44M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.1K- 2.06% |
$53.4K - $58.8K
|
52.3K
$3.47M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.17K- 5.22% |
$56.5K - $62.2K
|
21.2K
$1.41M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.24K- 3.1% |
$60.3K - $66.4K
|
38.9K
$2.58M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.43K- 73.69% |
$69.4K - $76.4K
|
511
$33.9K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.5KClosed |
$72.6K - $79.9K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.5K- 1.56% |
$72.9K - $80.3K
|
94.8K
$6.3M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.55K- 35.63% |
$75.2K - $82.7K
|
2.8K
$186K
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-1.65K- 1.67% |
$79.9K - $87.9K
|
96.8K
$6.43M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.72K- 0.79% |
$83.6K - $91.9K
|
217K
$14.4M
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-1.74K- 13.82% |
$84.4K - $92.9K
|
10.9K
$721K
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.78K- 4.87% |
$86.5K - $95.1K
|
34.8K
$2.31M
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-1.83K- 0.22% |
$88.9K - $97.8K
|
815K
$54.2M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.28KClosed |
$110K - $121K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.39K- 7.12% |
$116K - $128K
|
31.2K
$2.07M
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.5K- 3.17% |
$121K - $133K
|
76.3K
$5.07M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.56K- 5.4% |
$124K - $136K
|
44.8K
$2.97M
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.57K- 59.57% |
$124K - $137K
|
1.74K
$116K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.69K- 3.66% |
$130K - $143K
|
70.7K
$4.69M
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-2.84K- 2.12% |
$138K - $151K
|
131K
$8.72M
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.62K- 8.77% |
$176K - $193K
|
37.7K
$2.51M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.25K- 2.87% |
$206K - $227K
|
144K
$9.56M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32KClosed |
$210K - $231K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.41KClosed |
$214K - $235K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-4.88K- 5.37% |
$236K - $260K
|
85.9K
$5.71M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-5.2K- 12.12% |
$252K - $277K
|
37.7K
$2.5M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-5.7K- 4.78% |
$276K - $304K
|
114K
$7.54M
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.9K- 4.0% |
$286K - $315K
|
141K
$9.4M
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-6.37K- 19.76% |
$309K - $340K
|
25.9K
$1.72M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.7K- 19.76% |
$325K - $358K
|
27.2K
$1.81M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.79KClosed |
$426K - $469K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.81K- 3.05% |
$476K - $524K
|
312K
$20.7M
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-10.1K- 0.87% |
$490K - $539K
|
1.16M
$76.7M
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-11.4K- 5.05% |
$551K - $607K
|
214K
$14.2M
|