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 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.52K- 19.45% |
$99.7K - $106K
|
6.29K
$440K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.06% |
$101K - $108K
|
145K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.58K- 1.46% |
$103K - $110K
|
106K
$7.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.65K- 9.45% |
$108K - $115K
|
15.8K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.91K- 2.18% |
$126K - $133K
|
85.7K
$6M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.93K- 0.25% |
$127K - $135K
|
779K
$54.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.96K- 4.85% |
$128K - $136K
|
38.4K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.09K- 13.98% |
$137K - $146K
|
12.8K
$898K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.16K- 9.94% |
$142K - $151K
|
19.6K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.45K- 11.43% |
$161K - $171K
|
19K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.5K- 16.48% |
$164K - $175K
|
12.7K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.57K- 9.92% |
$168K - $179K
|
23.3K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.72K- 11.11% |
$179K - $190K
|
21.8K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.85K- 1.54% |
$187K - $199K
|
183K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.28K- 8.97% |
$216K - $229K
|
33.3K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.96K- 99.9% |
$260K - $276K
|
4
$280
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.06K- 16.74% |
$266K - $283K
|
20.2K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.1K- 47.23% |
$269K - $286K
|
4.58K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.34K- 9.01% |
$285K - $303K
|
43.8K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4.42K- 2.62% |
$291K - $309K
|
165K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.53K- 7.69% |
$297K - $316K
|
54.4K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.65K- 10.45% |
$371K - $394K
|
48.4K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.67K- 9.11% |
$372K - $396K
|
56.6K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.83K- 87.47% |
$449K - $477K
|
978
$68.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.42K- 7.16% |
$488K - $518K
|
96.3K
$6.73M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.57K- 5.1% |
$497K - $528K
|
141K
$9.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.64K- 28.41% |
$502K - $533K
|
19.3K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.41K- 5.47% |
$552K - $587K
|
145K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.7K- 13.7% |
$705K - $749K
|
67.6K
$4.73M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.3K- 3.42% |
$741K - $788K
|
319K
$22.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.5K- 34.86% |
$823K - $874K
|
23.4K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-12.6K- 56.73% |
$830K - $882K
|
9.64K
$674K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.8K- 7.12% |
$905K - $962K
|
180K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17.9K- 98.24% |
$1.18M - $1.25M
|
322
$22.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 51.21% |
$1.55M - $1.65M
|
22.5K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24K- 0.55% |
$1.58M - $1.67M
|
4.33M
$303M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-31.6K- 45.94% |
$2.07M - $2.2M
|
37.1K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-33.1K- 14.25% |
$2.18M - $2.31M
|
199K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-33.6K- 2.48% |
$2.21M - $2.34M
|
1.32M
$92.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-34.5K- 6.87% |
$2.27M - $2.41M
|
469K
$32.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-36.7K- 69.49% |
$2.41M - $2.56M
|
16.1K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.7K- 3.2% |
$3.59M - $3.82M
|
1.65M
$116M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58.3K- 45.06% |
$3.83M - $4.07M
|
71K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-80.1K- 53.74% |
$5.26M - $5.59M
|
69K
$4.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-92.1K- 14.75% |
$6.05M - $6.43M
|
532K
$37.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-462K- 97.77% |
$30.4M - $32.3M
|
10.5K
$736K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-798K- 54.9% |
$52.4M - $55.7M
|
656K
$45.8M
|