Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-300- 0.43% |
$11.9K - $14.1K
|
69.4K
$4.85M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-300- 4.14% |
$11.9K - $14.1K
|
6.94K
$485K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-301- 0.43% |
$12K - $14.2K
|
69.4K
$4.85M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-335- 2.73% |
$13.3K - $15.8K
|
11.9K
$833K
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-335- 1.33% |
$13.3K - $15.8K
|
24.8K
$1.74M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-342- 0.42% |
$13.6K - $16.1K
|
81.8K
$5.72M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-371- 3.21% |
$14.7K - $17.5K
|
11.2K
$782K
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-379- 0.56% |
$15.1K - $17.8K
|
67.9K
$4.75M
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-380- 2.92% |
$15.1K - $17.9K
|
12.6K
$884K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-381- 6.36% |
$15.1K - $17.9K
|
5.61K
$392K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-435- 15.51% |
$17.3K - $20.5K
|
2.37K
$166K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-519- 0.68% |
$20.6K - $24.4K
|
75.6K
$5.29M
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-570- 8.27% |
$22.7K - $26.8K
|
6.33K
$442K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-578- 3.23% |
$23K - $27.2K
|
17.3K
$1.21M
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-600- 1.17% |
$23.8K - $28.2K
|
50.9K
$3.56M
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-620- 0.91% |
$24.6K - $29.2K
|
67.4K
$4.72M
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-725- 2.38% |
$28.8K - $34.1K
|
29.8K
$2.08M
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-741- 0.77% |
$29.4K - $34.9K
|
95.8K
$6.7M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-744- 0.35% |
$29.6K - $35K
|
212K
$14.8M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-831- 5.25% |
$33K - $39.1K
|
15K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-835- 3.44% |
$33.2K - $39.3K
|
23.4K
$1.64M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-942- 3.3% |
$37.4K - $44.3K
|
27.6K
$1.93M
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.06K- 7.05% |
$42.3K - $50.1K
|
14K
$981K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.18K- 7.74% |
$46.9K - $55.6K
|
14.1K
$983K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.21K- 3.66% |
$47.9K - $56.7K
|
31.7K
$2.22M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.21K- 35.5% |
$48.1K - $57K
|
2.2K
$154K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.33K- 11.34% |
$52.7K - $62.5K
|
10.4K
$726K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.35K- 0.82% |
$53.5K - $63.4K
|
162K
$11.3M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 35.38% |
$55.4K - $65.6K
|
2.54K
$178K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.41K- 92.7% |
$56K - $66.4K
|
111
$7.76K
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
SELL
|
- |
-1.5K- 8.23% |
$59.4K - $70.4K
|
16.7K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.56K- 18.54% |
$62.1K - $73.5K
|
6.86K
$480K
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.63K- 97.54% |
$64.7K - $76.6K
|
41
$2.87K
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.68K- 4.87% |
$66.9K - $79.3K
|
32.9K
$2.3M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.88K- 3.0% |
$74.5K - $88.3K
|
60.7K
$4.24M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.9K- 24.61% |
$75.5K - $89.5K
|
5.82K
$407K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.06K- 1.9% |
$81.8K - $96.9K
|
106K
$7.42M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.16K- 91.53% |
$85.8K - $102K
|
200
$14K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.18K- 5.07% |
$86.8K - $103K
|
40.8K
$2.86M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.27K- 0.76% |
$90.4K - $107K
|
298K
$20.8M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.38K- 5.16% |
$94.5K - $112K
|
43.7K
$3.06M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.42K- 6.08% |
$96.3K - $114K
|
37.4K
$2.62M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.58K- 8.43% |
$103K - $122K
|
28.1K
$1.96M
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.66K- 2.64% |
$106K - $125K
|
98.1K
$6.86M
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2.85K- 16.69% |
$113K - $134K
|
14.2K
$994K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.91K- 7.84% |
$115K - $137K
|
34.1K
$2.39M
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.21K- 21.25% |
$128K - $151K
|
11.9K
$832K
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-3.36K- 6.11% |
$133K - $158K
|
51.6K
$3.61M
|
|
Nov 02, 2022
Q3 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-3.42K- 37.33% |
$136K - $161K
|
5.74K
$401K
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.46K- 20.06% |
$137K - $163K
|
13.8K
$963K
|