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 |
|---|---|---|---|---|---|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
150,273
shares
|
$10.4 Million
3.02% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
147,392
shares
|
$10.2 Million
12.13% of portfolio
|
Q3 2023
Added 1.69%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
145,389
shares
|
$10.1 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
144,608
shares
|
$10.1 Million
1.52% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
142,687
shares
|
$9.92 Million
1.16% of portfolio
|
Q4 2024
Added 925.12%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
141,639
shares
|
$9.84 Million
1.04% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
140,966
shares
|
$9.8 Million
0.97% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
140,655
shares
|
$9.78 Million
6.43% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
140,632
shares
|
$9.77 Million
0.63% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
139,429
shares
|
$9.69 Million
3.06% of portfolio
|
Q4 2024
Added 25.46%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
135,599
shares
|
$9.42 Million
1.47% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
133,252
shares
|
$9.26 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
124,459
shares
|
$8.65 Million
7.44% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
121,984
shares
|
$8.48 Million
2.71% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
120,649
shares
|
$8.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
120,516
shares
|
$8.38 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
119,752
shares
|
$8.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
119,006
shares
|
$8.27 Million
3.71% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
116,858
shares
|
$8.12 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
116,622
shares
|
$8.11 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
116,001
shares
|
$8.06 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
112,837
shares
|
$7.84 Million
0.25% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
111,056
shares
|
$7.72 Million
0.05% of portfolio
|
Q4 2024
Added 150.89%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
110,888
shares
|
$7.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
106,417
shares
|
$7.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.46%
|