Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.5MNew |
$98.7M - $105M
|
1.5M
$105M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.26MNew |
$82.6M - $87.7M
|
1.26M
$87.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
393K+ 5.4% |
$25.8M - $27.4M
|
7.67M
$537M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
306K+ 66.49% |
$20.1M - $21.4M
|
766K
$53.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
286K+ 132.61% |
$18.8M - $20M
|
502K
$35.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
162KNew |
$10.6M - $11.3M
|
162K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
161KNew |
$10.6M - $11.2M
|
161K
$11.2M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
116K+ 0.94% |
$7.63M - $8.11M
|
12.4M
$870M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
116KNew |
$7.62M - $8.1M
|
116K
$8.11M
|
|
|
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
$7.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
94.7KNew |
$6.22M - $6.61M
|
94.7K
$6.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.5K+ 5.61% |
$3.71M - $3.95M
|
1.06M
$74.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
50.7KNew |
$3.33M - $3.54M
|
50.7K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
49.4KNew |
$3.25M - $3.45M
|
49.4K
$3.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
41.8K+ 12.08% |
$2.75M - $2.92M
|
388K
$27.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
38.8KNew |
$2.55M - $2.71M
|
38.8K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.7K+ 125.32% |
$2.47M - $2.63M
|
67.8K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
36.4KNew |
$2.39M - $2.54M
|
36.4K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
36KNew |
$2.36M - $2.51M
|
36K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35K+ 9.47% |
$2.3M - $2.44M
|
405K
$28.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
33.9K+ 6.87% |
$2.22M - $2.36M
|
527K
$36.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
32.7K+ 3.27% |
$2.15M - $2.28M
|
1.03M
$72.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.3K+ 25.46% |
$1.86M - $1.97M
|
139K
$9.75M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.5KNew |
$1.81M - $1.92M
|
27.5K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
27.2KNew |
$1.79M - $1.9M
|
27.2K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
26.4KNew |
$1.73M - $1.84M
|
26.4K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23.8K+ 8.95% |
$1.56M - $1.66M
|
290K
$20.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
22.6K+ 7.89% |
$1.49M - $1.58M
|
310K
$21.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.8K+ 5.31% |
$1.43M - $1.52M
|
431K
$30.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.6K+ 65.36% |
$1.42M - $1.51M
|
54.7K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
16.2K+ 3.2% |
$1.06M - $1.13M
|
522K
$36.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
14.9KNew |
$977K - $1.04M
|
14.9K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.4K+ 47.42% |
$943K - $1M
|
44.6K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$942K - $1M
|
14.3K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$918K - $976K
|
14K
$978K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$918K - $975K
|
14K
$977K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
13.9K+ 1.69% |
$910K - $967K
|
835K
$58.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.3K+ 17.82% |
$873K - $928K
|
87.9K
$6.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
12.9KNew |
$847K - $900K
|
12.9K
$901K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.5K+ 6.74% |
$823K - $874K
|
199K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
12.4K+ 39.65% |
$813K - $864K
|
43.6K
$3.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.3K+ 30.07% |
$807K - $858K
|
53.2K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12.3K+ 17.45% |
$806K - $857K
|
82.6K
$5.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.1KNew |
$792K - $842K
|
12.1K
$844K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
12.1KNew |
$792K - $841K
|
12.1K
$843K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12KNew |
$790K - $840K
|
12K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$681K - $724K
|
10.4K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
9.99KNew |
$656K - $697K
|
9.99K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.98K+ 45.46% |
$656K - $697K
|
31.9K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
9.64KNew |
$633K - $673K
|
9.64K
$674K
|