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
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-11.3K- 3.42% |
$741K - $788K
|
319K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.4K- 1.1% |
$817K - $868K
|
1.12M
$79.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.5K- 34.86% |
$823K - $874K
|
23.4K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-12.6K- 56.73% |
$830K - $882K
|
9.64K
$684K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.8K- 7.12% |
$905K - $962K
|
180K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17.9K- 98.24% |
$1.18M - $1.25M
|
322
$22.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.6K- 94.3% |
$1.22M - $1.29M
|
1.12K
$79.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.6K- 81.51% |
$1.29M - $1.37M
|
4.46K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-23.6K- 84.36% |
$1.55M - $1.65M
|
4.37K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-23.6K- 51.21% |
$1.55M - $1.65M
|
22.5K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24K- 0.55% |
$1.58M - $1.67M
|
4.33M
$307M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26.4K- 10.73% |
$1.74M - $1.84M
|
220K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-31.6K- 45.94% |
$2.07M - $2.2M
|
37.1K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-33.1K- 14.25% |
$2.18M - $2.31M
|
199K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-33.6K- 2.48% |
$2.21M - $2.34M
|
1.32M
$93.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-34.5K- 6.87% |
$2.27M - $2.41M
|
469K
$33.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-36.7K- 69.49% |
$2.41M - $2.56M
|
16.1K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-40.9K- 73.49% |
$2.68M - $2.85M
|
14.7K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-49.7K- 78.27% |
$3.26M - $3.47M
|
13.8K
$979K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.7K- 3.2% |
$3.59M - $3.82M
|
1.65M
$117M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58.3K- 45.06% |
$3.83M - $4.07M
|
71K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-80.1K- 53.74% |
$5.26M - $5.59M
|
69K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-92.1K- 14.75% |
$6.05M - $6.43M
|
532K
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-141K- 69.78% |
$9.29M - $9.87M
|
61.3K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-188K- 8.98% |
$12.4M - $13.1M
|
1.91M
$135M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-462K- 97.77% |
$30.4M - $32.3M
|
10.5K
$747K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-798K- 54.9% |
$52.4M - $55.7M
|
656K
$46.5M
|