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 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
139+ 14.07% |
$9.13K - $9.7K
|
1.13K
$71K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
126New |
$8.27K - $8.79K
|
126
$7.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
125+ 3.34% |
$8.21K - $8.72K
|
3.87K
$244K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
123+ 0.1% |
$8.08K - $8.58K
|
119K
$7.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
111New |
$7.29K - $7.75K
|
111
$6.99K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
107+ 1.59% |
$7.03K - $7.47K
|
6.85K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
105+ 2.77% |
$6.9K - $7.33K
|
3.9K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
100+ 2.72% |
$6.57K - $6.98K
|
3.78K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
100+ 0.12% |
$6.57K - $6.98K
|
85.5K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
98+ 0.1% |
$6.44K - $6.84K
|
98.7K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
95+ 0.17% |
$6.24K - $6.63K
|
57.6K
$3.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
74New |
$4.86K - $5.16K
|
74
$4.66K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
73New |
$4.79K - $5.09K
|
73
$4.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
70+ 0.51% |
$4.6K - $4.89K
|
13.9K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
68New |
$4.47K - $4.75K
|
68
$4.28K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
68+ 5.89% |
$4.47K - $4.75K
|
1.22K
$77K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 0.41% |
$3.41K - $3.63K
|
12.6K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
52New |
$3.41K - $3.63K
|
52
$3.28K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49+ 0.81% |
$3.22K - $3.42K
|
6.08K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
49+ 9.74% |
$3.22K - $3.42K
|
552
$34.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
44+ 0.42% |
$2.89K - $3.07K
|
10.5K
$660K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
42+ 0.87% |
$2.76K - $2.93K
|
4.88K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41+ 0.5% |
$2.69K - $2.86K
|
8.26K
$520K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 8.62% |
$2.63K - $2.79K
|
504
$31.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
38+ 0.54% |
$2.5K - $2.65K
|
7.12K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
35+ 0.24% |
$2.3K - $2.44K
|
14.4K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
30New |
$1.97K - $2.09K
|
30
$1.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
27+ 7.03% |
$1.77K - $1.88K
|
411
$25.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
24+ 0.15% |
$1.58K - $1.67K
|
15.7K
$987K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
23+ 0.28% |
$1.51K - $1.61K
|
8.22K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 0.5% |
$1.38K - $1.47K
|
4.22K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
18+ 0.57% |
$1.18K - $1.26K
|
3.2K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
15+ 24.59% |
$985 - $1.05K
|
76
$4.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
14New |
$919 - $977
|
14
$882
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
14+ 0.08% |
$919 - $977
|
18K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12+ 0.23% |
$788 - $837
|
5.34K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.26% |
$722 - $768
|
4.22K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
10+ 0.2% |
$657 - $698
|
5K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.28% |
$657 - $698
|
3.53K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10+ 0.21% |
$657 - $698
|
4.88K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
9+ 0.26% |
$591 - $628
|
3.45K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7+ 0.15% |
$460 - $489
|
4.76K
$300K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.13% |
$263 - $279
|
3.2K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3+ 0.06% |
$197 - $209
|
5.22K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3+ 0.0% |
$197 - $209
|
75.2K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.07% |
$197 - $209
|
4.03K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.16% |
$131 - $140
|
1.25K
$78.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1+ 0.02% |
$65.7 - $69.8
|
4.85K
$306K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.55% |
$65.7 - $69.8
|
182
$11.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $69.8
|
4.3K
$271K
|