Institutional Ownership Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ). We have compiled data on the 627 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $9.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
5,508
shares
|
$382,806
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
5,500
shares
|
$382,250
0.06% of portfolio
|
Q4 2021
Added 1000.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,440
shares
|
$378,080
0.0% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
5,422
shares
|
$376,829
0.05% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
5,419
shares
|
$376,620
0.1% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,399
shares
|
$375,230
0.09% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
5,389
shares
|
$374,535
0.29% of portfolio
|
Q2 2024
Added 4.62%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
5,340
shares
|
$371,130
0.2% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,269
shares
|
$366,195
0.01% of portfolio
|
Q4 2024
Added 14.37%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,250
shares
|
$364,875
0.05% of portfolio
|
Q3 2022
Added 5.91%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,248
shares
|
$364,736
0.04% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
5,239
shares
|
$364,110
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,230
shares
|
$363,485
0.03% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
5,222
shares
|
$362,929
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,133
shares
|
$356,743
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
5,045
shares
|
$350,627
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
5,034
shares
|
$349,863
0.12% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
4,998
shares
|
$347,361
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
4,986
shares
|
$346,527
0.06% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,898
shares
|
$340,411
0.09% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
4,884
shares
|
$339,438
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,879
shares
|
$339,090
0.02% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
4,875
shares
|
$338,812
0.17% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,874
shares
|
$338,743
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
4,867
shares
|
$338,256
0.16% of portfolio
|
Q4 2024
Reduced 2.35%
|