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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.0% |
$199 - $210
|
173K
$11.8M
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1New |
$49.6 - $52.6
|
1
$68.5
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
307K+ 44.68% |
$14.4M - $15.5M
|
995K
$68.1M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
307K+ 44.68% |
$14.4M - $15.5M
|
995K
$68.1M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
65.7K+ 4.9% |
$3.07M - $3.31M
|
1.4M
$96.2M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.7KNew |
$1.3M - $1.4M
|
27.7K
$1.9M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.6KNew |
$870K - $938K
|
18.6K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16.7KNew |
$784K - $845K
|
16.7K
$1.15M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
7.45KNew |
$349K - $376K
|
7.45K
$510K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.02KNew |
$188K - $203K
|
4.02K
$276K
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4KNew |
$187K - $202K
|
4K
$274K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.09KNew |
$145K - $156K
|
3.09K
$212K
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 147.18% |
$139K - $150K
|
4.99K
$342K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.85K+ 17.04% |
$86.4K - $93.1K
|
12.7K
$868K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.1KNew |
$51.6K - $55.6K
|
1.1K
$75.5K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$48.3K - $52.1K
|
1.03K
$70.7K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
758New |
$35.5K - $38.2K
|
758
$51.9K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
699+ 151.3% |
$32.7K - $35.3K
|
1.16K
$79.5K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
600New |
$28.1K - $30.3K
|
600
$41.1K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
369New |
$17.3K - $18.6K
|
369
$25.3K
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
334+ 7.29% |
$15.6K - $16.9K
|
4.91K
$337K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
258New |
$12.1K - $13K
|
258
$17.7K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
244+ 4.74% |
$11.4K - $12.3K
|
5.4K
$369K
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
90New |
$4.21K - $4.54K
|
90
$6.16K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
40New |
$1.87K - $2.02K
|
40
$2.74K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18.5KNew |
$808K - $876K
|
18.5K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
15KNew |
$655K - $710K
|
15K
$1.03M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
12.4KNew |
$541K - $587K
|
12.4K
$849K
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.86KNew |
$387K - $419K
|
8.86K
$607K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.75KNew |
$338K - $367K
|
7.75K
$531K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
539New |
$23.5K - $25.5K
|
539
$36.9K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
512New |
$22.3K - $24.2K
|
512
$35.1K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
406New |
$17.7K - $19.2K
|
406
$27.8K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
183New |
$7.99K - $8.66K
|
183
$12.5K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
99New |
$4.32K - $4.68K
|
99
$6.78K
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
99New |
$4.32K - $4.68K
|
99
$6.78K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
61New |
$2.66K - $2.89K
|
61
$4.18K
|
|
Q4 2022 | |||||||
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
251KNew |
$10M - $11.7M
|
251K
$17.2M
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
170KNew |
$6.81M - $7.92M
|
170K
$11.7M
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
87.6KNew |
$3.5M - $4.08M
|
87.6K
$6M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
59.5K+ 6.33% |
$2.38M - $2.77M
|
1M
$68.5M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
42.4K+ 151.75% |
$1.7M - $1.97M
|
70.4K
$4.82M
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
20.8KNew |
$832K - $969K
|
20.8K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.99KNew |
$200K - $232K
|
4.99K
$342K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.87KNew |
$195K - $227K
|
4.87K
$334K
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
827+ 15.53% |
$33.1K - $38.5K
|
6.15K
$421K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
656New |
$26.2K - $30.5K
|
656
$44.9K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
583New |
$23.3K - $27.1K
|
583
$39.9K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
290New |
$11.6K - $13.5K
|
290
$19.9K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
111New |
$4.44K - $5.17K
|
111
$7.6K
|