Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (SPHQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$681K - $724K
|
10.4K
$721K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-36.7K- 69.49% |
$2.41M - $2.56M
|
16.1K
$1.12M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.8K- 7.12% |
$905K - $962K
|
180K
$12.5M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-529- 1.68% |
$34.7K - $36.9K
|
31K
$2.15M
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
6.47KNew |
$425K - $451K
|
6.47K
$449K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-8- 0.13% |
$525 - $558
|
6.14K
$427K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
32.7K+ 3.27% |
$2.15M - $2.28M
|
1.03M
$71.8M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.19K+ 2.41% |
$209K - $223K
|
136K
$9.42M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
188+ 1.93% |
$12.3K - $13.1K
|
9.93K
$690K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
293+ 4.52% |
$19.2K - $20.4K
|
6.78K
$471K
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
182+ 1.91% |
$12K - $12.7K
|
9.72K
$676K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
785+ 0.98% |
$51.6K - $54.8K
|
80.5K
$5.6M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12.3K+ 17.45% |
$806K - $857K
|
82.6K
$5.74M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.57K- 9.92% |
$168K - $179K
|
23.3K
$1.62M
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
337+ 3.11% |
$22.1K - $23.5K
|
11.2K
$776K
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-632- 6.14% |
$41.5K - $44.1K
|
9.66K
$671K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
38.8KNew |
$2.55M - $2.71M
|
38.8K
$2.7M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.65K- 9.45% |
$108K - $115K
|
15.8K
$1.1M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.21K+ 8.12% |
$474K - $503K
|
96.1K
$6.68M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
16.2K+ 3.2% |
$1.06M - $1.13M
|
522K
$36.3M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
193+ 2.65% |
$12.7K - $13.5K
|
7.46K
$519K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.28K- 8.97% |
$216K - $229K
|
33.3K
$2.32M
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-436- 0.59% |
$28.6K - $30.4K
|
73.2K
$5.09M
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
600New |
$39.4K - $41.9K
|
600
$41.7K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173- 0.6% |
$11.4K - $12.1K
|
28.9K
$2.01M
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
190+ 2.02% |
$12.5K - $13.3K
|
9.61K
$668K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.1K- 47.23% |
$269K - $286K
|
4.58K
$319K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-461- 0.39% |
$30.3K - $32.2K
|
117K
$8.12M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.3K+ 17.82% |
$873K - $928K
|
87.9K
$6.11M
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$65.7 - $69.8
|
4.3K
$299K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
153New |
$10K - $10.7K
|
153
$10.6K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$918K - $976K
|
14K
$972K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
44+ 0.42% |
$2.89K - $3.07K
|
10.5K
$729K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
508+ 75.26% |
$33.4K - $35.5K
|
1.18K
$82.2K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-139- 1.04% |
$9.13K - $9.7K
|
13.2K
$915K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.52K- 19.45% |
$99.7K - $106K
|
6.29K
$437K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.96K- 99.9% |
$260K - $276K
|
4
$278
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 51.21% |
$1.55M - $1.65M
|
22.5K
$1.56M
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
660+ 0.68% |
$43.3K - $46.1K
|
97.4K
$6.77M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
149+ 2.84% |
$9.78K - $10.4K
|
5.4K
$375K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.36K+ 36.82% |
$352K - $374K
|
19.9K
$1.38M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
52New |
$3.41K - $3.63K
|
52
$3.61K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.45K- 11.43% |
$161K - $171K
|
19K
$1.32M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49+ 0.81% |
$3.22K - $3.42K
|
6.08K
$422K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
38+ 0.54% |
$2.5K - $2.65K
|
7.12K
$495K
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-906- 3.16% |
$59.5K - $63.2K
|
27.8K
$1.93M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.2K+ 19.16% |
$144K - $153K
|
13.7K
$951K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-806- 4.38% |
$52.9K - $56.3K
|
17.6K
$1.22M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.37KNew |
$615K - $654K
|
9.37K
$651K
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
286K+ 132.61% |
$18.8M - $20M
|
502K
$34.9M
|