Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q2 2023. 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 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.23K+ 98.58% |
$198K - $213K
|
8.52K
$595K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.21K+ 2.93% |
$197K - $213K
|
148K
$10.4M
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$194K - $209K
|
4.15K
$290K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.09KNew |
$192K - $206K
|
4.09K
$286K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.04KNew |
$189K - $204K
|
4.04K
$283K
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
4.04KNew |
$189K - $204K
|
4.04K
$283K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.02KNew |
$188K - $203K
|
4.02K
$281K
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.02K+ 6.56% |
$188K - $203K
|
65.2K
$4.56M
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.01KNew |
$188K - $203K
|
4.01K
$281K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4KNew |
$187K - $202K
|
4K
$280K
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4KNew |
$187K - $202K
|
4K
$280K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
3.99KNew |
$187K - $201K
|
3.99K
$279K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3.98KNew |
$186K - $201K
|
3.98K
$278K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.83K+ 2.01% |
$179K - $193K
|
194K
$13.6M
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.64K+ 0.48% |
$170K - $184K
|
768K
$53.7M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.47K+ 3.21% |
$162K - $175K
|
111K
$7.79M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.38K+ 575.34% |
$158K - $171K
|
3.97K
$278K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.38KNew |
$158K - $171K
|
3.38K
$237K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.33K+ 44.7% |
$156K - $168K
|
10.8K
$754K
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.23K+ 39.42% |
$151K - $163K
|
11.4K
$798K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.09KNew |
$145K - $156K
|
3.09K
$216K
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 147.18% |
$139K - $150K
|
4.99K
$349K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.67KNew |
$125K - $135K
|
2.67K
$187K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.62K+ 6.83% |
$122K - $132K
|
40.9K
$2.86M
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.52K+ 6.07% |
$118K - $127K
|
44K
$3.08M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.28K+ 13.16% |
$107K - $115K
|
19.6K
$1.37M
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 3.17% |
$105K - $114K
|
73.3K
$5.13M
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.15K+ 1.06% |
$100K - $108K
|
205K
$14.3M
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.13K+ 44.05% |
$99.6K - $107K
|
6.96K
$487K
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.97K+ 40.39% |
$92.2K - $99.4K
|
6.85K
$479K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.85K+ 17.04% |
$86.4K - $93.1K
|
12.7K
$887K
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.83K+ 0.46% |
$85.8K - $92.5K
|
400K
$28M
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.72K+ 7.44% |
$80.6K - $86.9K
|
24.9K
$1.74M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.71K+ 15.12% |
$79.8K - $86K
|
13K
$908K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.61K+ 1.56% |
$75.5K - $81.4K
|
105K
$7.35M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1.59K+ 6.25% |
$74.2K - $80K
|
26.9K
$1.88M
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.49K+ 1.02% |
$69.7K - $75.2K
|
148K
$10.4M
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 10.16% |
$58.5K - $63.1K
|
13.6K
$948K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.21K+ 0.99% |
$56.4K - $60.8K
|
122K
$8.56M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$51.6K - $55.6K
|
1.1K
$77.1K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.1KNew |
$51.6K - $55.6K
|
1.1K
$77.1K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.1K+ 12.49% |
$51.5K - $55.5K
|
9.92K
$694K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$48.3K - $52.1K
|
1.03K
$72.2K
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
913+ 0.62% |
$42.7K - $46.1K
|
147K
$10.3M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
896+ 0.85% |
$41.9K - $45.2K
|
107K
$7.46M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
849+ 3.15% |
$39.7K - $42.8K
|
27.8K
$1.94M
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
775+ 1.51% |
$36.3K - $39.1K
|
52.1K
$3.64M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
775+ 3.61% |
$36.3K - $39.1K
|
22.3K
$1.56M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
758New |
$35.5K - $38.2K
|
758
$53K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
737+ 8.16% |
$34.5K - $37.2K
|
9.77K
$683K
|