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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-988- 7.97% |
$64.9K - $69K
|
11.4K
$810K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.03K- 10.72% |
$67.8K - $72.1K
|
8.61K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.07K- 1.72% |
$70.3K - $74.7K
|
61.2K
$4.34M
|
|
|
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
$665K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 1.12% |
$89K - $94.6K
|
120K
$8.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.52K- 19.45% |
$99.7K - $106K
|
6.29K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.06% |
$101K - $108K
|
145K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.58K- 1.46% |
$103K - $110K
|
106K
$7.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.65K- 9.45% |
$108K - $115K
|
15.8K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.91K- 2.18% |
$126K - $133K
|
85.7K
$6.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.93K- 0.25% |
$127K - $135K
|
779K
$55.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.96K- 4.85% |
$128K - $136K
|
38.4K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.09K- 13.98% |
$137K - $146K
|
12.8K
$912K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-2.16K- 9.94% |
$142K - $151K
|
19.6K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.19K- 17.53% |
$144K - $153K
|
10.3K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.45K- 11.43% |
$161K - $171K
|
19K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.5K- 16.48% |
$164K - $175K
|
12.7K
$900K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.57K- 9.92% |
$168K - $179K
|
23.3K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.58K- 1.33% |
$169K - $180K
|
191K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.72K- 11.11% |
$179K - $190K
|
21.8K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.85K- 1.54% |
$187K - $199K
|
183K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.28K- 8.97% |
$216K - $229K
|
33.3K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.96K- 99.9% |
$260K - $276K
|
4
$284
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.97K- 27.79% |
$261K - $277K
|
10.3K
$732K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-4.06K- 16.74% |
$266K - $283K
|
20.2K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.1K- 47.23% |
$269K - $286K
|
4.58K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.29K- 6.36% |
$282K - $299K
|
63.2K
$4.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.34K- 9.01% |
$285K - $303K
|
43.8K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4.42K- 2.62% |
$291K - $309K
|
165K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.53K- 7.69% |
$297K - $316K
|
54.4K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.74K- 26.08% |
$312K - $331K
|
13.4K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.4K- 12.85% |
$355K - $377K
|
36.6K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.65K- 10.45% |
$371K - $394K
|
48.4K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.67K- 9.11% |
$372K - $396K
|
56.6K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.21K- 4.9% |
$408K - $434K
|
121K
$8.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.48K- 32.82% |
$426K - $452K
|
13.3K
$941K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.56K- 8.28% |
$430K - $457K
|
72.6K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.82K- 25.76% |
$448K - $476K
|
19.7K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.83K- 87.47% |
$449K - $477K
|
978
$69.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.28K- 37.65% |
$478K - $508K
|
12.1K
$855K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-7.42K- 7.16% |
$488K - $518K
|
96.3K
$6.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.57K- 5.1% |
$497K - $528K
|
141K
$9.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.64K- 28.41% |
$502K - $533K
|
19.3K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.41K- 5.47% |
$552K - $587K
|
145K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-10.5K- 8.63% |
$687K - $730K
|
111K
$7.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.7K- 13.7% |
$705K - $749K
|
67.6K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.2K- 1.38% |
$733K - $779K
|
797K
$56.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2K- 59.37% |
$738K - $784K
|
7.69K
$546K
|