Purchases and Sales Made in Q2 2021 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
215+ 63.61% |
$9.61K - $10.4K
|
553
$38.4K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
215+ 16.78% |
$9.61K - $10.4K
|
1.5K
$104K
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
195+ 97.5% |
$8.72K - $9.48K
|
395
$27.5K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
187New |
$8.36K - $9.09K
|
187
$13K
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
160New |
$7.16K - $7.78K
|
160
$11.1K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
155+ 22.14% |
$6.93K - $7.53K
|
855
$59.4K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
112New |
$5.01K - $5.44K
|
112
$7.78K
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
79+ 0.23% |
$3.53K - $3.84K
|
34.9K
$2.43M
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
77+ 1.04% |
$3.44K - $3.74K
|
7.45K
$517K
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
64+ 0.65% |
$2.86K - $3.11K
|
9.91K
$688K
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
BUY
|
- |
59+ 1.21% |
$2.64K - $2.87K
|
4.95K
$344K
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
58+ 0.31% |
$2.59K - $2.82K
|
18.5K
$1.29M
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
32New |
$1.43K - $1.56K
|
32
$2.22K
|
|
Aug 16, 2021
Q2 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
18+ 0.32% |
$805 - $875
|
5.63K
$391K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16+ 0.17% |
$716 - $778
|
9.24K
$642K
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.15% |
$358 - $389
|
5.4K
$375K
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
6+ 0.0% |
$268 - $292
|
128K
$8.88M
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.3% |
$224 - $243
|
1.69K
$118K
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.06% |
$179 - $194
|
6.27K
$435K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$134 - $146
|
5.06K
$352K
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
2+ 0.04% |
$89.4 - $97.2
|
5.25K
$365K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6- 0.05% |
$268 - $292
|
12.9K
$894K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9- 0.02% |
$402 - $437
|
38.7K
$2.69M
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-38- 0.13% |
$1.7K - $1.85K
|
28.6K
$1.99M
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-51- 29.31% |
$2.28K - $2.48K
|
123
$8.55K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-57Closed |
$2.55K - $2.77K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-60- 0.91% |
$2.68K - $2.92K
|
6.54K
$455K
|
|
Jul 28, 2021
Q2 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-86- 1.44% |
$3.85K - $4.18K
|
5.9K
$410K
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-100Closed |
$4.47K - $4.86K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-113- 0.85% |
$5.05K - $5.49K
|
13.1K
$913K
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-132- 2.69% |
$5.9K - $6.42K
|
4.78K
$332K
|
|
Jul 21, 2021
Q2 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-173- 0.17% |
$7.74K - $8.41K
|
100K
$6.97M
|
|
Aug 03, 2021
Q2 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-184- 0.52% |
$8.23K - $8.94K
|
35.1K
$2.44M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-197- 1.55% |
$8.81K - $9.57K
|
12.5K
$869K
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-220- 0.27% |
$9.84K - $10.7K
|
80.7K
$5.61M
|
|
Aug 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-226- 2.11% |
$10.1K - $11K
|
10.5K
$730K
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-235- 0.16% |
$10.5K - $11.4K
|
148K
$10.3M
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-248- 1.5% |
$11.1K - $12.1K
|
16.3K
$1.13M
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-310- 5.32% |
$13.9K - $15.1K
|
5.52K
$383K
|
|
Jul 27, 2021
Q2 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-339- 0.78% |
$15.2K - $16.5K
|
43.4K
$3.02M
|
|
Aug 06, 2021
Q2 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-350- 3.71% |
$15.7K - $17K
|
9.08K
$631K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-350- 0.8% |
$15.7K - $17K
|
43.6K
$3.03M
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-355- 41.52% |
$15.9K - $17.3K
|
500
$34.8K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-360- 3.45% |
$16.1K - $17.5K
|
10.1K
$700K
|
|
Aug 11, 2021
Q2 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-429- 7.8% |
$19.2K - $20.8K
|
5.07K
$352K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-470- 23.93% |
$21K - $22.8K
|
1.49K
$104K
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-485- 1.17% |
$21.7K - $23.6K
|
40.8K
$2.84M
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-512- 1.72% |
$22.9K - $24.9K
|
29.2K
$2.03M
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-512Closed |
$22.9K - $24.9K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-538- 11.31% |
$24.1K - $26.1K
|
4.22K
$293K
|