Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 2024. 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, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 11.42% |
$760K - $807K
|
113K
$7.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
11.3K+ 139.35% |
$740K - $786K
|
19.3K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.2K+ 304.55% |
$739K - $785K
|
14.9K
$941K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$681K - $724K
|
10.4K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
10.3KNew |
$680K - $722K
|
10.3K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10KNew |
$657K - $698K
|
10K
$630K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
9.99KNew |
$656K - $697K
|
9.99K
$629K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.98K+ 45.46% |
$656K - $697K
|
31.9K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.88K+ 1.84% |
$649K - $689K
|
547K
$34.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
9.64KNew |
$633K - $673K
|
9.64K
$607K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.59K+ 27.55% |
$630K - $669K
|
44.4K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.42K+ 291.25% |
$618K - $657K
|
12.6K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.41K+ 40.49% |
$618K - $657K
|
32.6K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.37KNew |
$615K - $654K
|
9.37K
$590K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
9.36K+ 4.67% |
$615K - $653K
|
210K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
9.15KNew |
$601K - $639K
|
9.15K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.88K+ 3.91% |
$583K - $620K
|
236K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
8.77K+ 2.27% |
$576K - $612K
|
395K
$24.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.25K+ 392.67% |
$542K - $576K
|
10.4K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.19K+ 77.22% |
$538K - $571K
|
18.8K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.81K+ 3.8% |
$513K - $545K
|
214K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.73K+ 15.0% |
$507K - $539K
|
59.2K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
7.55KNew |
$496K - $527K
|
7.55K
$476K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.55KNew |
$496K - $527K
|
7.55K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.49K+ 93.86% |
$492K - $522K
|
15.5K
$974K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.27K+ 2852.55% |
$478K - $508K
|
7.53K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.21K+ 8.12% |
$474K - $503K
|
96.1K
$6.05M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.2KNew |
$473K - $503K
|
7.2K
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.99KNew |
$459K - $488K
|
6.99K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
6.87K+ 0.42% |
$451K - $479K
|
1.65M
$104M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.83K+ 698.36% |
$449K - $477K
|
7.81K
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
6.75KNew |
$443K - $471K
|
6.75K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.68K+ 64.28% |
$439K - $466K
|
17.1K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.64K+ 2.98% |
$436K - $463K
|
229K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
6.52K+ 9.91% |
$428K - $455K
|
72.3K
$4.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
6.47KNew |
$425K - $451K
|
6.47K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.41KNew |
$421K - $447K
|
6.41K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
6.25KNew |
$410K - $436K
|
6.25K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
6.23KNew |
$409K - $435K
|
6.23K
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.21K+ 68.22% |
$408K - $433K
|
15.3K
$965K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5.97KNew |
$392K - $416K
|
5.97K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5.93KNew |
$389K - $414K
|
5.93K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
5.63KNew |
$370K - $393K
|
5.63K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
5.58KNew |
$366K - $389K
|
5.58K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.51KNew |
$362K - $384K
|
5.51K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.41K+ 47.17% |
$355K - $377K
|
16.9K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.36K+ 36.82% |
$352K - $374K
|
19.9K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.14K+ 75.91% |
$338K - $359K
|
11.9K
$750K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5.13KNew |
$337K - $358K
|
5.13K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.12K+ 13.14% |
$336K - $357K
|
44.1K
$2.78M
|