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 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.04% |
$65.7 - $69.8
|
2.3K
$161K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8- 0.13% |
$525 - $558
|
6.14K
$429K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-8- 0.02% |
$525 - $558
|
40.7K
$2.85M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.95% |
$525 - $558
|
837
$58.5K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.08% |
$854 - $907
|
16.1K
$1.12M
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-24- 0.19% |
$1.58K - $1.67K
|
12.7K
$889K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 11.79% |
$2.04K - $2.16K
|
232
$16.2K
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-63- 1.06% |
$4.14K - $4.4K
|
5.89K
$412K
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-83- 1.51% |
$5.45K - $5.79K
|
5.42K
$379K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-100- 0.54% |
$6.57K - $6.98K
|
18.3K
$1.28M
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-117- 2.35% |
$7.68K - $8.17K
|
4.87K
$340K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-139- 1.04% |
$9.13K - $9.7K
|
13.2K
$921K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-145- 0.63% |
$9.52K - $10.1K
|
22.8K
$1.6M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-150- 1.56% |
$9.85K - $10.5K
|
9.48K
$663K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173- 0.6% |
$11.4K - $12.1K
|
28.9K
$2.02M
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-175- 86.63% |
$11.5K - $12.2K
|
27
$1.89K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-179- 3.11% |
$11.8K - $12.5K
|
5.57K
$389K
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-208- 0.82% |
$13.7K - $14.5K
|
25.3K
$1.77M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-214- 6.38% |
$14.1K - $14.9K
|
3.14K
$219K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-235- 3.55% |
$15.4K - $16.4K
|
6.39K
$447K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-296- 1.17% |
$19.4K - $20.7K
|
25.1K
$1.75M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-302- 0.43% |
$19.8K - $21.1K
|
69.8K
$4.88M
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-355- 1.09% |
$23.3K - $24.8K
|
32.1K
$2.24M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-356- 18.14% |
$23.4K - $24.8K
|
1.61K
$112K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-379- 3.17% |
$24.9K - $26.5K
|
11.6K
$810K
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-386- 1.66% |
$25.3K - $26.9K
|
22.9K
$1.6M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-387- 4.27% |
$25.4K - $27K
|
8.68K
$607K
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-436- 0.59% |
$28.6K - $30.4K
|
73.2K
$5.12M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-437- 6.23% |
$28.7K - $30.5K
|
6.58K
$460K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-461- 0.39% |
$30.3K - $32.2K
|
117K
$8.17M
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-526- 0.99% |
$34.5K - $36.7K
|
52.4K
$3.66M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-529- 1.68% |
$34.7K - $36.9K
|
31K
$2.17M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-545- 3.84% |
$35.8K - $38K
|
13.6K
$953K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-597- 11.04% |
$39.2K - $41.7K
|
4.81K
$336K
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-632- 6.14% |
$41.5K - $44.1K
|
9.66K
$675K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-637- 2.7% |
$41.8K - $44.5K
|
22.9K
$1.6M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-661- 7.93% |
$43.4K - $46.1K
|
7.67K
$537K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-684- 0.58% |
$44.9K - $47.7K
|
117K
$8.16M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-806- 4.38% |
$52.9K - $56.3K
|
17.6K
$1.23M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-819- 5.38% |
$53.8K - $57.2K
|
14.4K
$1.01M
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-822- 4.21% |
$54K - $57.4K
|
18.7K
$1.31M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-830- 1.7% |
$54.5K - $57.9K
|
48.1K
$3.36M
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-866- 1.32% |
$56.9K - $60.4K
|
64.6K
$4.52M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-902- 8.83% |
$59.2K - $63K
|
9.31K
$651K
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-906- 3.16% |
$59.5K - $63.2K
|
27.8K
$1.94M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-988- 7.97% |
$64.9K - $69K
|
11.4K
$798K
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.07K- 1.72% |
$70.3K - $74.7K
|
61.2K
$4.28M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.31% |
$76.6K - $81.4K
|
375K
$26.2M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.33K- 5.12% |
$87.2K - $92.7K
|
24.6K
$1.72M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 1.12% |
$89K - $94.6K
|
120K
$8.37M
|