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 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
685+ 6.75% |
$27.2K - $31.6K
|
10.8K
$530K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
670+ 7.85% |
$26.6K - $30.9K
|
9.21K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
620+ 4.75% |
$24.6K - $28.6K
|
13.7K
$670K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
578+ 291.92% |
$22.9K - $26.7K
|
776
$38K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
553+ 2.43% |
$21.9K - $25.5K
|
23.3K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
454+ 0.9% |
$18K - $20.9K
|
50.7K
$2.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
430New |
$17.1K - $19.8K
|
430
$21.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
404New |
$16K - $18.6K
|
404
$19.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
403+ 8.41% |
$16K - $18.6K
|
5.19K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
380+ 8.59% |
$15.1K - $17.5K
|
4.8K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
376+ 6.53% |
$14.9K - $17.3K
|
6.14K
$300K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
367+ 1.07% |
$14.6K - $16.9K
|
34.7K
$1.7M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
325+ 8.95% |
$12.9K - $15K
|
3.96K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
300New |
$11.9K - $13.8K
|
300
$14.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
255+ 3.03% |
$10.1K - $11.8K
|
8.66K
$424K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
227New |
$9.01K - $10.5K
|
227
$11.1K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
220+ 1.02% |
$8.73K - $10.1K
|
21.7K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
199New |
$7.89K - $9.18K
|
199
$9.75K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
177+ 1.14% |
$7.02K - $8.16K
|
15.7K
$769K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
175+ 3.37% |
$6.94K - $8.07K
|
5.37K
$263K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
165+ 2.78% |
$6.55K - $7.61K
|
6.11K
$299K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
158New |
$6.27K - $7.29K
|
158
$7.74K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
141+ 1.56% |
$5.59K - $6.5K
|
9.16K
$449K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
137+ 2.71% |
$5.43K - $6.32K
|
5.19K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
122+ 0.91% |
$4.84K - $5.63K
|
13.5K
$661K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
120+ 0.7% |
$4.76K - $5.53K
|
17.3K
$847K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
100New |
$3.97K - $4.61K
|
100
$4.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
91+ 0.54% |
$3.61K - $4.2K
|
17.1K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
88+ 39.64% |
$3.49K - $4.06K
|
310
$15.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
68+ 1.02% |
$2.7K - $3.14K
|
6.74K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 0.84% |
$2.38K - $2.77K
|
7.21K
$353K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
44+ 0.38% |
$1.75K - $2.03K
|
11.6K
$569K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
34+ 5.93% |
$1.35K - $1.57K
|
607
$29.7K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32+ 16.08% |
$1.27K - $1.48K
|
231
$11.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
18+ 1.05% |
$714 - $830
|
1.73K
$84.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 0.92% |
$516 - $599
|
1.43K
$69.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 0.06% |
$238 - $277
|
10.3K
$504K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.71% |
$198 - $231
|
709
$34.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5+ 0.08% |
$198 - $231
|
5.94K
$291K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
4+ 0.05% |
$159 - $184
|
8.86K
$434K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.1% |
$159 - $184
|
3.87K
$189K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.1% |
$119 - $138
|
275
$13.5K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3New |
$119 - $138
|
3
$147
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.05% |
$119 - $138
|
6.18K
$303K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.13% |
$79.3 - $92.2
|
1.55K
$75.7K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.87% |
$79.3 - $92.2
|
231
$11.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 0.13% |
$397 - $461
|
7.91K
$387K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-24- 0.8% |
$952 - $1.11K
|
2.98K
$146K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-29- 0.39% |
$1.15K - $1.34K
|
7.49K
$367K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-37- 0.28% |
$1.47K - $1.71K
|
13K
$636K
|