Institutional Ownership Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ). We have compiled data on the 564 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $8.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
18,411
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.66%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
18,354
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
18,284
shares
|
$1.25 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
18,251
shares
|
$1.25 Million
0.36% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
18,187
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,939
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
17,810
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 51.99%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
17,458
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 45.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
17,081
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
17,017
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Added 44.3%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
16,749
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
16,647
shares
|
$1.14 Million
0.43% of portfolio
|
Q3 2024
Added 114.5%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,637
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
16,380
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
16,077
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
15,926
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
15,639
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2024
Added 240.27%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
15,503
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
15,223
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
15,188
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
15,188
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
14,936
shares
|
$1.02 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
14,564
shares
|
$997,342
0.04% of portfolio
|
Q3 2024
Reduced 20.94%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
14,360
shares
|
$983,372
0.56% of portfolio
|
Q3 2024
Added 49.97%
|