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 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
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
419+ 9.4% |
$27.5K - $29.2K
|
4.88K
$341K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
384+ 3.83% |
$25.2K - $26.8K
|
10.4K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
371+ 10.89% |
$24.4K - $25.9K
|
3.78K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
353+ 1.43% |
$23.2K - $24.6K
|
25K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
337+ 3.11% |
$22.1K - $23.5K
|
11.2K
$781K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
334+ 5.32% |
$21.9K - $23.3K
|
6.61K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
307+ 42.11% |
$20.2K - $21.4K
|
1.04K
$72.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
293+ 4.52% |
$19.2K - $20.4K
|
6.78K
$474K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
260+ 1.11% |
$17.1K - $18.1K
|
23.8K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
246+ 1.27% |
$16.2K - $17.2K
|
19.7K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
236+ 2.27% |
$15.5K - $16.5K
|
10.7K
$745K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
224+ 5.22% |
$14.7K - $15.6K
|
4.52K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
221+ 0.48% |
$14.5K - $15.4K
|
46K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
193+ 2.65% |
$12.7K - $13.5K
|
7.46K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
190+ 2.02% |
$12.5K - $13.3K
|
9.61K
$672K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
188+ 1.93% |
$12.3K - $13.1K
|
9.93K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
182+ 1.91% |
$12K - $12.7K
|
9.72K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
153New |
$10K - $10.7K
|
153
$10.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
151+ 3.98% |
$9.92K - $10.5K
|
3.95K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
149+ 2.84% |
$9.78K - $10.4K
|
5.4K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
148+ 3.29% |
$9.72K - $10.3K
|
4.65K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
111New |
$7.29K - $7.75K
|
111
$7.76K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
107+ 1.59% |
$7.03K - $7.47K
|
6.85K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
105+ 2.77% |
$6.9K - $7.33K
|
3.9K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
100+ 0.12% |
$6.57K - $6.98K
|
85.5K
$5.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
100+ 2.72% |
$6.57K - $6.98K
|
3.78K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
95+ 0.17% |
$6.24K - $6.63K
|
57.6K
$4.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
74New |
$4.86K - $5.16K
|
74
$5.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
68+ 5.89% |
$4.47K - $4.75K
|
1.22K
$85.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
52New |
$3.41K - $3.63K
|
52
$3.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 0.41% |
$3.41K - $3.63K
|
12.6K
$881K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49+ 0.81% |
$3.22K - $3.42K
|
6.08K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
49+ 9.74% |
$3.22K - $3.42K
|
552
$38.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
44+ 0.42% |
$2.89K - $3.07K
|
10.5K
$733K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42+ 0.87% |
$2.76K - $2.93K
|
4.88K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41+ 0.5% |
$2.69K - $2.86K
|
8.26K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 8.62% |
$2.63K - $2.79K
|
504
$35.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
38+ 0.54% |
$2.5K - $2.65K
|
7.12K
$498K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
35+ 0.24% |
$2.3K - $2.44K
|
14.4K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
23+ 0.28% |
$1.51K - $1.61K
|
8.22K
$575K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 0.5% |
$1.38K - $1.47K
|
4.22K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12+ 0.23% |
$788 - $837
|
5.34K
$373K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.26% |
$722 - $768
|
4.22K
$295K
|