Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
254K+ 3.31% |
$18.3M - $19M
|
7.92M
$581M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
195KNew |
$14.1M - $14.6M
|
195K
$14.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
76.4K+ 20.47% |
$5.51M - $5.73M
|
449K
$33M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
12.2KNew |
$882K - $916K
|
12.2K
$897K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
11.4KNew |
$821K - $853K
|
11.4K
$835K
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
9.41K+ 172.35% |
$680K - $706K
|
14.9K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
7.3K+ 1.33% |
$527K - $547K
|
555K
$40.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.12K+ 31.42% |
$514K - $534K
|
29.8K
$2.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.85K+ 32.16% |
$495K - $514K
|
28.1K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.23K+ 2.23% |
$378K - $392K
|
239K
$17.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.17K+ 9.74% |
$373K - $388K
|
58.3K
$4.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.41K+ 1.9% |
$318K - $331K
|
237K
$17.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.79K+ 5.75% |
$274K - $284K
|
69.7K
$5.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
3.35K+ 9.65% |
$242K - $251K
|
38K
$2.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.06K+ 31.34% |
$221K - $230K
|
12.8K
$942K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.97K+ 0.89% |
$142K - $148K
|
223K
$16.4M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.91K+ 9.24% |
$138K - $143K
|
22.6K
$1.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
1.17K+ 4.02% |
$84.3K - $87.5K
|
30.2K
$2.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
1.15K+ 9.41% |
$83K - $86.3K
|
13.4K
$982K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.11K+ 6.04% |
$80K - $83.1K
|
19.5K
$1.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
743+ 0.65% |
$53.7K - $55.7K
|
115K
$8.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
635+ 20.64% |
$45.9K - $47.6K
|
3.71K
$273K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
624+ 1.67% |
$45.1K - $46.8K
|
38K
$2.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
576+ 4.28% |
$41.6K - $43.2K
|
14K
$1.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
502+ 5.16% |
$36.2K - $37.7K
|
10.2K
$751K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
433+ 6.03% |
$31.3K - $32.5K
|
7.62K
$560K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
266New |
$19.2K - $20K
|
266
$19.5K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
256+ 8.03% |
$18.5K - $19.2K
|
3.45K
$253K
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
149+ 0.08% |
$10.8K - $11.2K
|
193K
$14.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
141+ 0.28% |
$10.2K - $10.6K
|
50.3K
$3.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9+ 0.21% |
$650 - $675
|
4.35K
$319K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
6+ 0.05% |
$433 - $450
|
12.7K
$933K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
4+ 0.08% |
$289 - $300
|
4.93K
$362K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.55% |
$72.2 - $75
|
184
$13.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-26- 34.21% |
$1.88K - $1.95K
|
50
$3.67K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-40- 0.36% |
$2.89K - $3K
|
11.1K
$814K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-48- 0.26% |
$3.47K - $3.6K
|
18.6K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-54- 0.04% |
$3.9K - $4.05K
|
125K
$9.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-60- 0.38% |
$4.33K - $4.5K
|
15.6K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-68- 0.65% |
$4.91K - $5.1K
|
10.3K
$759K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-142- 0.4% |
$10.3K - $10.7K
|
35K
$2.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-146- 0.46% |
$10.5K - $11K
|
31.5K
$2.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-178- 1.01% |
$12.9K - $13.4K
|
17.5K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-192- 0.77% |
$13.9K - $14.4K
|
24.8K
$1.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-323- 6.28% |
$23.3K - $24.2K
|
4.82K
$354K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-501- 3.21% |
$36.2K - $37.6K
|
15.1K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-577- 2.04% |
$41.7K - $43.3K
|
27.7K
$2.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-616- 23.68% |
$44.5K - $46.2K
|
1.99K
$146K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-846- 0.56% |
$61.1K - $63.5K
|
151K
$11.1M
|
|