Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (SPHQ)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (SPHQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
155+ 4.6% |
$10.1K - $11K
|
3.52K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
150New |
$9.79K - $10.7K
|
150
$11K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
141New |
$9.2K - $10K
|
141
$10.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
92+ 135.29% |
$6K - $6.55K
|
160
$11.8K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
89New |
$5.81K - $6.34K
|
89
$6.54K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
78+ 1.52% |
$5.09K - $5.55K
|
5.21K
$383K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
47New |
$3.07K - $3.35K
|
47
$3.45K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 18.97% |
$2.87K - $3.13K
|
276
$20.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$2.22K - $2.42K
|
34
$2.5K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
30+ 100.0% |
$1.96K - $2.14K
|
60
$4.41K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
25New |
$1.63K - $1.78K
|
25
$1.84K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19New |
$1.24K - $1.35K
|
19
$1.4K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.32MNew |
$86.8M - $92.3M
|
1.32M
$97.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.26MNew |
$82.6M - $87.7M
|
1.26M
$92.3M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
110KNew |
$7.22M - $7.67M
|
110K
$8.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
14.9KNew |
$977K - $1.04M
|
14.9K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$942K - $1M
|
14.3K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
12.9KNew |
$847K - $900K
|
12.9K
$947K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.1KNew |
$792K - $842K
|
12.1K
$886K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$681K - $724K
|
10.4K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
10.3KNew |
$680K - $722K
|
10.3K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10KNew |
$657K - $698K
|
10K
$735K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
9.99KNew |
$656K - $697K
|
9.99K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
9.15KNew |
$601K - $639K
|
9.15K
$672K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.27K+ 2852.55% |
$478K - $508K
|
7.53K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.09KNew |
$268K - $285K
|
4.09K
$300K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4KNew |
$263K - $279K
|
4K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
3.99KNew |
$262K - $278K
|
3.99K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
3.32KNew |
$218K - $232K
|
3.32K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.13KNew |
$205K - $218K
|
3.13K
$230K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.02KNew |
$198K - $211K
|
3.02K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.01KNew |
$197K - $210K
|
3.01K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.84K+ 17.81% |
$186K - $198K
|
18.8K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.08KNew |
$137K - $145K
|
2.08K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.17KNew |
$76.5K - $81.3K
|
1.17K
$85.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.05KNew |
$69K - $73.3K
|
1.05K
$77.1K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
750+ 10.67% |
$49.3K - $52.3K
|
7.78K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
738+ 5.19% |
$48.5K - $51.5K
|
14.9K
$1.1M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
609New |
$40K - $42.5K
|
609
$44.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
600New |
$39.4K - $41.9K
|
600
$44.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
600New |
$39.4K - $41.9K
|
600
$44.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
517New |
$34K - $36.1K
|
517
$38K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
515New |
$33.8K - $35.9K
|
515
$37.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
497New |
$32.6K - $34.7K
|
497
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
389New |
$25.5K - $27.1K
|
389
$28.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
378+ 252.0% |
$24.8K - $26.4K
|
528
$38.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
180New |
$11.8K - $12.6K
|
180
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
126New |
$8.27K - $8.79K
|
126
$9.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
111New |
$7.29K - $7.75K
|
111
$8.15K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
100+ 2.72% |
$6.57K - $6.98K
|
3.78K
$278K
|
|