Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHD) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 HIGH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.3K+ 4.57% |
$250K - $291K
|
144K
$7.07M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6.27K+ 97.97% |
$249K - $289K
|
12.7K
$621K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.1K+ 8.74% |
$242K - $281K
|
75.8K
$3.71M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.08K+ 47.11% |
$241K - $280K
|
19K
$930K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.69KNew |
$226K - $262K
|
5.69K
$279K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
5.59K+ 34.0% |
$222K - $258K
|
22K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.52KNew |
$219K - $254K
|
5.52K
$270K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$218K - $253K
|
5.49K
$269K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.4K+ 109.08% |
$214K - $249K
|
10.4K
$507K
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.35K+ 18.52% |
$212K - $247K
|
34.2K
$1.68M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.25KNew |
$208K - $242K
|
5.25K
$257K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.1K+ 8.63% |
$202K - $235K
|
64.2K
$3.14M
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5KNew |
$198K - $231K
|
5K
$245K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
5KNew |
$198K - $230K
|
5K
$245K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.95KNew |
$196K - $228K
|
4.95K
$242K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.91KNew |
$195K - $226K
|
4.91K
$241K
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.68K+ 13.24% |
$186K - $216K
|
40.1K
$1.96M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.61K+ 15.97% |
$183K - $212K
|
33.4K
$1.64M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.58KNew |
$182K - $211K
|
4.58K
$224K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.27K+ 19.37% |
$169K - $197K
|
26.3K
$1.29M
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4K+ 19.52% |
$159K - $184K
|
24.5K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.99K+ 2.49% |
$158K - $184K
|
164K
$8.03M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.75KNew |
$149K - $173K
|
3.75K
$184K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.02K+ 48.02% |
$120K - $139K
|
9.3K
$456K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.97K+ 15.75% |
$118K - $137K
|
21.8K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.92K+ 51.38% |
$116K - $135K
|
8.6K
$421K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.82K+ 11.93% |
$112K - $130K
|
26.5K
$1.3M
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
2.56K+ 2.14% |
$101K - $118K
|
122K
$5.97M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.46K+ 25.64% |
$97.6K - $113K
|
12.1K
$590K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.43K+ 7.99% |
$96.4K - $112K
|
32.8K
$1.61M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.39K+ 16.62% |
$94.7K - $110K
|
16.8K
$821K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.36KNew |
$93.5K - $109K
|
2.36K
$115K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.28K+ 1.18% |
$90.6K - $105K
|
195K
$9.56M
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
2.27K+ 7.26% |
$89.9K - $104K
|
33.5K
$1.64M
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.13KNew |
$84.3K - $98K
|
2.13K
$104K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.05K+ 29.62% |
$81.3K - $94.5K
|
8.97K
$439K
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.97K+ 18.22% |
$78.1K - $90.8K
|
12.8K
$626K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.85K+ 2.95% |
$73.3K - $85.2K
|
64.4K
$3.15M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.81K+ 0.5% |
$71.8K - $83.5K
|
364K
$17.8M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.79K+ 20.51% |
$70.8K - $82.3K
|
10.5K
$514K
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.78K+ 2.66% |
$70.4K - $81.8K
|
68.5K
$3.36M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.35K+ 7.44% |
$53.6K - $62.2K
|
19.5K
$954K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.23K+ 181.18% |
$48.9K - $56.8K
|
1.91K
$93.6K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.23K+ 24.75% |
$48.6K - $56.5K
|
6.18K
$303K
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 3.16% |
$42.4K - $49.2K
|
34.8K
$1.71M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.05K+ 7.07% |
$41.5K - $48.2K
|
15.8K
$775K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
949+ 5.48% |
$37.6K - $43.8K
|
18.3K
$895K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
865New |
$34.3K - $39.9K
|
865
$42.4K
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
800+ 8.25% |
$31.7K - $36.9K
|
10.5K
$514K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
700+ 6.14% |
$27.8K - $32.3K
|
12.1K
$593K
|