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
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
653+ 4.58% |
$42.9K - $45.6K
|
14.9K
$940K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
650+ 1.79% |
$42.7K - $45.4K
|
37.1K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
634+ 5.78% |
$41.6K - $44.2K
|
11.6K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
628+ 4.94% |
$41.2K - $43.8K
|
13.4K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
603+ 2.19% |
$39.6K - $42.1K
|
28.2K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
600New |
$39.4K - $41.9K
|
600
$37.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
600New |
$39.4K - $41.9K
|
600
$37.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
600New |
$39.4K - $41.9K
|
600
$37.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
588+ 1.48% |
$38.6K - $41K
|
40.4K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
542+ 14.52% |
$35.6K - $37.8K
|
4.28K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
534+ 15.05% |
$35.1K - $37.3K
|
4.08K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
517New |
$34K - $36.1K
|
517
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
515New |
$33.8K - $35.9K
|
515
$32.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
508+ 75.26% |
$33.4K - $35.5K
|
1.18K
$74.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
497New |
$32.6K - $34.7K
|
497
$31.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
491+ 11.49% |
$32.2K - $34.3K
|
4.76K
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
454+ 0.67% |
$29.8K - $31.7K
|
67.8K
$4.27M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
452+ 3.25% |
$29.7K - $31.5K
|
14.3K
$904K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
449+ 7.79% |
$29.5K - $31.3K
|
6.21K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
427+ 1.08% |
$28K - $29.8K
|
39.9K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
426+ 9.8% |
$28K - $29.7K
|
4.78K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
419+ 9.4% |
$27.5K - $29.2K
|
4.88K
$307K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
395New |
$25.9K - $27.6K
|
395
$24.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
389New |
$25.5K - $27.1K
|
389
$24.5K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
384+ 3.83% |
$25.2K - $26.8K
|
10.4K
$656K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
378+ 252.0% |
$24.8K - $26.4K
|
528
$33.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
371+ 10.89% |
$24.4K - $25.9K
|
3.78K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
353+ 1.43% |
$23.2K - $24.6K
|
25K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
337+ 3.11% |
$22.1K - $23.5K
|
11.2K
$703K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
334+ 5.32% |
$21.9K - $23.3K
|
6.61K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
307+ 42.11% |
$20.2K - $21.4K
|
1.04K
$65.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
294+ 0.18% |
$19.3K - $20.5K
|
164K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
293+ 4.52% |
$19.2K - $20.4K
|
6.78K
$427K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
260+ 1.11% |
$17.1K - $18.1K
|
23.8K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
246+ 1.27% |
$16.2K - $17.2K
|
19.7K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
236+ 2.27% |
$15.5K - $16.5K
|
10.7K
$671K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
227+ 4.25% |
$14.9K - $15.8K
|
5.57K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
224+ 5.22% |
$14.7K - $15.6K
|
4.52K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
221+ 0.48% |
$14.5K - $15.4K
|
46K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
196+ 0.28% |
$12.9K - $13.7K
|
70K
$4.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
193+ 2.65% |
$12.7K - $13.5K
|
7.46K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
190+ 2.02% |
$12.5K - $13.3K
|
9.61K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
188+ 1.93% |
$12.3K - $13.1K
|
9.93K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
182+ 1.91% |
$12K - $12.7K
|
9.72K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
180New |
$11.8K - $12.6K
|
180
$11.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
153New |
$10K - $10.7K
|
153
$9.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
151+ 3.98% |
$9.92K - $10.5K
|
3.95K
$249K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
151+ 3.98% |
$9.92K - $10.5K
|
3.95K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
149+ 2.84% |
$9.78K - $10.4K
|
5.4K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
148+ 3.29% |
$9.72K - $10.3K
|
4.65K
$293K
|