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 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.43K- 23.85% |
$68.4K - $77.4K
|
4.56K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.5K- 13.96% |
$72.1K - $81.5K
|
9.27K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 15.36% |
$80.9K - $91.5K
|
9.3K
$634K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.7K- 46.12% |
$81.7K - $92.4K
|
1.99K
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-1.76K- 1.71% |
$84.5K - $95.5K
|
101K
$6.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.94K- 2.01% |
$93.1K - $105K
|
94.9K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 13.78% |
$97.6K - $110K
|
12.7K
$869K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.09K- 1.78% |
$100K - $113K
|
115K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.09K- 13.48% |
$100K - $113K
|
13.4K
$915K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-2.18K- 1.54% |
$105K - $118K
|
139K
$9.51M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.24K- 28.9% |
$107K - $121K
|
5.51K
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-2.24K- 0.62% |
$108K - $122K
|
359K
$24.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.58K- 40.37% |
$124K - $140K
|
3.81K
$260K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.6K- 2.66% |
$124K - $141K
|
95.1K
$6.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.66K- 6.5% |
$127K - $144K
|
38.2K
$2.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.7K- 1.63% |
$129K - $146K
|
163K
$11.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.76K- 2.37% |
$132K - $149K
|
114K
$7.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.93K- 0.32% |
$140K - $159K
|
911K
$62.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.11K- 1.59% |
$149K - $169K
|
192K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.22K- 1.42% |
$154K - $174K
|
224K
$15.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-3.35K- 0.2% |
$161K - $182K
|
1.69M
$115M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.6K- 34.04% |
$173K - $195K
|
6.98K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.79K- 2.55% |
$182K - $205K
|
145K
$9.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.89K- 13.92% |
$186K - $211K
|
24.1K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.96K- 21.38% |
$190K - $215K
|
14.6K
$993K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.1K- 2.69% |
$197K - $222K
|
148K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-5.31K- 0.64% |
$255K - $288K
|
823K
$56.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.92K- 24.16% |
$284K - $321K
|
18.6K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.01K- 43.47% |
$288K - $326K
|
7.81K
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.03K- 39.38% |
$289K - $327K
|
9.28K
$633K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.22K- 7.66% |
$298K - $337K
|
74.9K
$5.11M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.29K- 23.91% |
$302K - $341K
|
20K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.38K- 19.38% |
$306K - $346K
|
26.5K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.93K- 22.52% |
$380K - $430K
|
27.3K
$1.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.5K- 5.42% |
$407K - $461K
|
148K
$10.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-8.93K- 26.01% |
$428K - $484K
|
25.4K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-9.11K- 6.61% |
$437K - $494K
|
129K
$8.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.44K- 26.23% |
$453K - $512K
|
26.5K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.3K- 3.8% |
$492K - $557K
|
260K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-10.4K- 14.88% |
$500K - $566K
|
59.6K
$4.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-10.6K- 11.24% |
$510K - $577K
|
84K
$5.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-11.3K- 9.83% |
$544K - $615K
|
104K
$7.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.4K- 21.76% |
$548K - $620K
|
41.1K
$2.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-13.5K- 1.4% |
$648K - $733K
|
950K
$64.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.9K- 17.18% |
$668K - $756K
|
67.2K
$4.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-14.5K- 24.35% |
$694K - $785K
|
45K
$3.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.9K- 7.29% |
$716K - $810K
|
190K
$13M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 12.64% |
$754K - $853K
|
109K
$7.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-22.7K- 9.66% |
$1.09M - $1.23M
|
212K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.2K- 12.66% |
$1.21M - $1.37M
|
174K
$11.9M
|