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 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-176- 1.32% |
$11.6K - $12.3K
|
13.2K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-179- 3.11% |
$11.8K - $12.5K
|
5.57K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-182- 0.97% |
$12K - $12.7K
|
18.6K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-200- 3.92% |
$13.1K - $14K
|
4.9K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-208- 0.82% |
$13.7K - $14.5K
|
25.3K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-214- 6.38% |
$14.1K - $14.9K
|
3.14K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-233- 95.49% |
$15.3K - $16.3K
|
11
$782
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-235- 3.55% |
$15.4K - $16.4K
|
6.39K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-236- 3.81% |
$15.5K - $16.5K
|
5.96K
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-296- 1.17% |
$19.4K - $20.7K
|
25.1K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-302- 0.43% |
$19.8K - $21.1K
|
69.8K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-315- 0.4% |
$20.7K - $22K
|
78.4K
$5.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-355- 1.09% |
$23.3K - $24.8K
|
32.1K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-356- 18.14% |
$23.4K - $24.8K
|
1.61K
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-379- 3.17% |
$24.9K - $26.5K
|
11.6K
$824K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-386- 1.66% |
$25.3K - $26.9K
|
22.9K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-387- 9.21% |
$25.4K - $27K
|
3.81K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-387- 4.27% |
$25.4K - $27K
|
8.68K
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-410- 5.48% |
$26.9K - $28.6K
|
7.08K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-436- 0.59% |
$28.6K - $30.4K
|
73.2K
$5.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-437- 6.23% |
$28.7K - $30.5K
|
6.58K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-461- 0.39% |
$30.3K - $32.2K
|
117K
$8.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-498- 8.39% |
$32.7K - $34.8K
|
5.44K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-526- 0.99% |
$34.5K - $36.7K
|
52.4K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-529- 1.68% |
$34.7K - $36.9K
|
31K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-545- 3.84% |
$35.8K - $38K
|
13.6K
$969K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-597- 11.04% |
$39.2K - $41.7K
|
4.81K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-632- 6.14% |
$41.5K - $44.1K
|
9.66K
$687K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-637- 2.7% |
$41.8K - $44.5K
|
22.9K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-647- 0.66% |
$42.5K - $45.2K
|
97.9K
$6.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-661- 7.93% |
$43.4K - $46.1K
|
7.67K
$546K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-684- 0.58% |
$44.9K - $47.7K
|
117K
$8.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-699- 60.21% |
$45.9K - $48.8K
|
462
$32.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-705- 1.04% |
$46.3K - $49.2K
|
67.4K
$4.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-806- 4.38% |
$52.9K - $56.3K
|
17.6K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-819- 5.38% |
$53.8K - $57.2K
|
14.4K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-822- 4.21% |
$54K - $57.4K
|
18.7K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-830- 1.7% |
$54.5K - $57.9K
|
48.1K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-866- 1.32% |
$56.9K - $60.4K
|
64.6K
$4.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-902- 8.83% |
$59.2K - $63K
|
9.31K
$662K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-906- 3.16% |
$59.5K - $63.2K
|
27.8K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-930- 0.77% |
$61.1K - $64.9K
|
121K
$8.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-988- 7.97% |
$64.9K - $69K
|
11.4K
$811K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.03K- 10.72% |
$67.8K - $72.1K
|
8.61K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.07K- 1.72% |
$70.3K - $74.7K
|
61.2K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.31% |
$76.6K - $81.4K
|
375K
$26.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.33K- 5.12% |
$87.2K - $92.7K
|
24.6K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.34K- 12.53% |
$88.1K - $93.6K
|
9.37K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 1.12% |
$89K - $94.6K
|
120K
$8.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.52K- 19.45% |
$99.7K - $106K
|
6.29K
$447K
|