Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
548+ 771.83% |
$27.2K - $28.8K
|
619
$43.3K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
536+ 13.44% |
$26.6K - $28.2K
|
4.52K
$316K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
520+ 12.86% |
$25.8K - $27.3K
|
4.56K
$319K
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
499+ 2.72% |
$24.8K - $26.2K
|
18.8K
$1.32M
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
BUY
|
- |
481+ 0.58% |
$23.9K - $25.3K
|
83K
$5.81M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
465+ 1.35% |
$23.1K - $24.4K
|
34.9K
$2.44M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
442+ 0.19% |
$21.9K - $23.2K
|
235K
$16.4M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
441+ 4.09% |
$21.9K - $23.2K
|
11.2K
$784K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
368+ 3.68% |
$18.3K - $19.3K
|
10.4K
$725K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
348+ 3.23% |
$17.3K - $18.3K
|
11.1K
$777K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346+ 103.28% |
$17.2K - $18.2K
|
681
$47.6K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
341+ 4.84% |
$16.9K - $17.9K
|
7.38K
$516K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
300+ 32.05% |
$14.9K - $15.8K
|
1.24K
$86.4K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
291+ 105.82% |
$14.4K - $15.3K
|
566
$39.6K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
286+ 0.74% |
$14.2K - $15K
|
39.1K
$2.73M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
274+ 5.48% |
$13.6K - $14.4K
|
5.27K
$369K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
260+ 0.97% |
$12.9K - $13.7K
|
27.2K
$1.9M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
250+ 1.62% |
$12.4K - $13.1K
|
15.7K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
243+ 0.25% |
$12.1K - $12.8K
|
96.9K
$6.78M
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
238+ 0.62% |
$11.8K - $12.5K
|
38.4K
$2.69M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
232New |
$11.5K - $12.2K
|
232
$16.2K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
193+ 1.75% |
$9.58K - $10.1K
|
11.2K
$783K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
188New |
$9.33K - $9.88K
|
188
$13.1K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
185+ 3.03% |
$9.18K - $9.72K
|
6.3K
$440K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
183+ 2.48% |
$9.08K - $9.62K
|
7.56K
$529K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
172+ 3.02% |
$8.54K - $9.04K
|
5.87K
$411K
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
168+ 2.37% |
$8.34K - $8.83K
|
7.27K
$508K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
164+ 128.13% |
$8.14K - $8.62K
|
292
$20.4K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
160+ 34.48% |
$7.94K - $8.41K
|
624
$43.6K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
159+ 0.08% |
$7.89K - $8.36K
|
205K
$14.4M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
142New |
$7.05K - $7.46K
|
142
$9.93K
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
120+ 0.35% |
$5.96K - $6.31K
|
34.8K
$2.43M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
103+ 0.19% |
$5.11K - $5.41K
|
55.4K
$3.87M
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
100+ 1.49% |
$4.96K - $5.26K
|
6.83K
$477K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
94+ 0.42% |
$4.67K - $4.94K
|
22.4K
$1.56M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
87+ 0.57% |
$4.32K - $4.57K
|
15.3K
$1.07M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
83+ 3.3% |
$4.12K - $4.36K
|
2.6K
$182K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
83+ 88.3% |
$4.12K - $4.36K
|
177
$12.4K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
70New |
$3.47K - $3.68K
|
70
$4.9K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
49New |
$2.43K - $2.57K
|
49
$3.43K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40+ 1000.0% |
$1.99K - $2.1K
|
44
$3.08K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32+ 0.25% |
$1.59K - $1.68K
|
13K
$910K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
19+ 0.33% |
$943 - $998
|
5.77K
$404K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17+ 0.42% |
$844 - $893
|
4.11K
$287K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
17+ 242.86% |
$844 - $893
|
24
$1.68K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16New |
$794 - $841
|
16
$1.12K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 0.53% |
$744 - $788
|
2.87K
$200K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
13+ 0.38% |
$645 - $683
|
3.4K
$237K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.13% |
$347 - $368
|
5.5K
$385K
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.06% |
$298 - $315
|
10.6K
$739K
|