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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.74K+ 2.79% |
$180K - $192K
|
101K
$7.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.53K+ 1.5% |
$166K - $176K
|
171K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.49K+ 2.53% |
$164K - $174K
|
101K
$7.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.32K+ 7.28% |
$152K - $162K
|
34.1K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
2.21K+ 0.63% |
$145K - $154K
|
353K
$24.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.2K+ 19.16% |
$144K - $153K
|
13.7K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.15K+ 25.44% |
$141K - $150K
|
10.6K
$741K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
2.09K+ 1.33% |
$137K - $146K
|
160K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.06K+ 4.56% |
$135K - $144K
|
47.3K
$3.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2K+ 33.28% |
$131K - $140K
|
8.02K
$561K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.81K+ 3.35% |
$119K - $126K
|
55.6K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 0.7% |
$118K - $125K
|
258K
$18.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.61K+ 1.9% |
$105K - $112K
|
86.1K
$6.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.46K+ 31.77% |
$95.8K - $102K
|
6.05K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.44K+ 0.62% |
$94.6K - $100K
|
233K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.43K+ 8.39% |
$93.7K - $99.6K
|
18.4K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 0.44% |
$92.5K - $98.3K
|
319K
$22.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.33K+ 18.88% |
$87K - $92.5K
|
8.34K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.27K+ 12.69% |
$83.6K - $88.8K
|
11.3K
$791K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.27K+ 5.94% |
$83.5K - $88.7K
|
22.7K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.24K+ 5.88% |
$81.4K - $86.5K
|
22.3K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.23K+ 0.82% |
$80.6K - $85.7K
|
150K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 24.09% |
$75.3K - $80K
|
5.9K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 0.51% |
$70.9K - $75.3K
|
213K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.05KNew |
$69K - $73.3K
|
1.05K
$73.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1K+ 13.37% |
$65.7K - $69.8K
|
8.48K
$593K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
958+ 8.18% |
$62.9K - $66.9K
|
12.7K
$886K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
904+ 27.55% |
$59.4K - $63.1K
|
4.19K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
883+ 3.09% |
$58K - $61.6K
|
29.5K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
857+ 1.7% |
$56.3K - $59.8K
|
51.4K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
822+ 0.5% |
$54K - $57.4K
|
165K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
785+ 0.98% |
$51.6K - $54.8K
|
80.5K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
720+ 18.52% |
$47.3K - $50.2K
|
4.61K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
700+ 5.01% |
$46K - $48.9K
|
14.7K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
690+ 0.76% |
$45.3K - $48.2K
|
90.9K
$6.36M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
662+ 14.37% |
$43.5K - $46.2K
|
5.27K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
660+ 0.68% |
$43.3K - $46.1K
|
97.4K
$6.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
650+ 1.79% |
$42.7K - $45.4K
|
37.1K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
634+ 5.78% |
$41.6K - $44.2K
|
11.6K
$812K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
603+ 2.19% |
$39.6K - $42.1K
|
28.2K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
600New |
$39.4K - $41.9K
|
600
$42K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
588+ 1.48% |
$38.6K - $41K
|
40.4K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
534+ 15.05% |
$35.1K - $37.3K
|
4.08K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
517New |
$34K - $36.1K
|
517
$36.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
508+ 75.26% |
$33.4K - $35.5K
|
1.18K
$82.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
491+ 11.49% |
$32.2K - $34.3K
|
4.76K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
454+ 0.67% |
$29.8K - $31.7K
|
67.8K
$4.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
449+ 7.79% |
$29.5K - $31.3K
|
6.21K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
427+ 1.08% |
$28K - $29.8K
|
39.9K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
426+ 9.8% |
$28K - $29.7K
|
4.78K
$334K
|