Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 2023. 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, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
127New |
$6.09K - $6.89K
|
127
$8.67K
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
121+ 0.35% |
$5.8K - $6.56K
|
34.9K
$2.38M
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
116New |
$5.56K - $6.29K
|
116
$7.92K
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
115+ 0.78% |
$5.51K - $6.24K
|
14.8K
$1.01M
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
110+ 1.06% |
$5.27K - $5.96K
|
10.5K
$716K
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
110+ 0.61% |
$5.27K - $5.96K
|
18.2K
$1.24M
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
110New |
$5.27K - $5.96K
|
110
$7.51K
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
100+ 1.06% |
$4.79K - $5.42K
|
9.55K
$652K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.79K - $5.42K
|
100
$6.83K
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
96+ 1.61% |
$4.6K - $5.21K
|
6.06K
$414K
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
73+ 0.69% |
$3.5K - $3.96K
|
10.6K
$727K
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
69+ 0.15% |
$3.31K - $3.74K
|
45.9K
$3.14M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
51+ 0.36% |
$2.44K - $2.77K
|
14.3K
$976K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 0.83% |
$2.4K - $2.71K
|
6.07K
$414K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50+ 2.0% |
$2.4K - $2.71K
|
2.55K
$174K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50New |
$2.4K - $2.71K
|
50
$3.42K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
42+ 1.91% |
$2.01K - $2.28K
|
2.24K
$153K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33New |
$1.58K - $1.79K
|
33
$2.25K
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
24+ 0.29% |
$1.15K - $1.3K
|
8.38K
$572K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$1.05K - $1.19K
|
22
$1.5K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
21+ 0.4% |
$1.01K - $1.14K
|
5.27K
$360K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 2.79% |
$911 - $1.03K
|
700
$47.8K
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18+ 0.31% |
$863 - $976
|
5.79K
$396K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.12% |
$863 - $976
|
15.7K
$1.07M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 100.0% |
$767 - $868
|
32
$2.19K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
15+ 62.5% |
$719 - $813
|
39
$2.66K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.27% |
$575 - $651
|
4.54K
$310K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.35% |
$575 - $651
|
3.41K
$233K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.13% |
$336 - $380
|
5.51K
$376K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$192 - $217
|
4.7K
$321K
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.08% |
$192 - $217
|
5.21K
$356K
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.1% |
$192 - $217
|
4.02K
$275K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.05% |
$192 - $217
|
7.49K
$512K
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.36% |
$144 - $163
|
828
$56.6K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.02% |
$95.9 - $108
|
8.6K
$587K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.16% |
$95.9 - $108
|
1.24K
$84.6K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.57% |
$47.9 - $54.2
|
175
$12K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-40- 90.91% |
$1.92K - $2.17K
|
4
$273
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-57- 0.22% |
$2.73K - $3.09K
|
25.8K
$1.76M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-58- 0.67% |
$2.78K - $3.14K
|
8.63K
$590K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-82- 0.15% |
$3.93K - $4.45K
|
53.8K
$3.68M
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-103- 1.39% |
$4.94K - $5.58K
|
7.32K
$500K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-104- 1.23% |
$4.98K - $5.64K
|
8.35K
$570K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-107- 0.62% |
$5.13K - $5.8K
|
17.2K
$1.18M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 0.84% |
$5.27K - $5.96K
|
13K
$888K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-117- 0.29% |
$5.61K - $6.34K
|
40.4K
$2.76M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-160- 25.64% |
$7.67K - $8.68K
|
464
$31.7K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-195- 49.37% |
$9.35K - $10.6K
|
200
$13.7K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-197- 3.45% |
$9.44K - $10.7K
|
5.52K
$377K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-211- 0.2% |
$10.1K - $11.4K
|
106K
$7.24M
|