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 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-45- 0.36% |
$1.79K - $2.07K
|
12.4K
$608K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-48- 0.24% |
$1.9K - $2.21K
|
19.9K
$972K
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-60- 1.08% |
$2.38K - $2.77K
|
5.49K
$269K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-66- 0.79% |
$2.62K - $3.04K
|
8.33K
$408K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-86Closed |
$3.41K - $3.97K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 2.04% |
$4.17K - $4.84K
|
5.03K
$247K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-108- 1.37% |
$4.28K - $4.98K
|
7.79K
$381K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-111- 0.59% |
$4.4K - $5.12K
|
18.8K
$922K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-129- 15.56% |
$5.12K - $5.95K
|
700
$34.3K
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-144- 0.87% |
$5.71K - $6.64K
|
16.3K
$800K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-145- 0.29% |
$5.75K - $6.69K
|
49K
$2.4M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-146- 0.71% |
$5.79K - $6.73K
|
20.3K
$995K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-152- 0.22% |
$6.03K - $7.01K
|
69.8K
$3.42M
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-189- 1.48% |
$7.5K - $8.71K
|
12.5K
$614K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-230- 3.82% |
$9.12K - $10.6K
|
5.8K
$284K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-273- 3.24% |
$10.8K - $12.6K
|
8.16K
$400K
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-294- 3.43% |
$11.7K - $13.6K
|
8.27K
$405K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-299- 5.39% |
$11.9K - $13.8K
|
5.25K
$257K
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-306- 1.52% |
$12.1K - $14.1K
|
19.8K
$972K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-310- 4.35% |
$12.3K - $14.3K
|
6.81K
$334K
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-360- 5.49% |
$14.3K - $16.6K
|
6.2K
$304K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-387- 1.61% |
$15.4K - $17.8K
|
23.6K
$1.16M
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-400- 2.99% |
$15.9K - $18.4K
|
13K
$635K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-408- 7.64% |
$16.2K - $18.8K
|
4.93K
$241K
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-408- 7.64% |
$16.2K - $18.8K
|
4.93K
$241K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-420- 2.67% |
$16.7K - $19.4K
|
15.3K
$749K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-463- 44.39% |
$18.4K - $21.3K
|
580
$28.4K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-467- 2.88% |
$18.5K - $21.5K
|
15.7K
$771K
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-474- 1.3% |
$18.8K - $21.9K
|
35.9K
$1.76M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-500- 4.13% |
$19.8K - $23.1K
|
11.6K
$569K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-521- 9.11% |
$20.7K - $24K
|
5.2K
$255K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-521- 11.57% |
$20.7K - $24K
|
3.98K
$195K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-594- 20.76% |
$23.6K - $27.4K
|
2.27K
$111K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-628- 12.18% |
$24.9K - $29K
|
4.53K
$222K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-743- 3.2% |
$29.5K - $34.3K
|
22.5K
$1.1M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-815- 47.19% |
$32.3K - $37.6K
|
912
$44.7K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-866- 9.0% |
$34.4K - $39.9K
|
8.76K
$429K
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-909- 8.2% |
$36.1K - $41.9K
|
10.2K
$499K
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-941- 3.89% |
$37.3K - $43.4K
|
23.3K
$1.14M
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-995- 3.1% |
$39.5K - $45.9K
|
31.1K
$1.52M
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1K- 11.94% |
$39.7K - $46.1K
|
7.38K
$361K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.05K- 4.92% |
$41.5K - $48.2K
|
20.2K
$989K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.3K- 4.68% |
$51.5K - $59.9K
|
26.5K
$1.3M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.57K- 7.09% |
$62.2K - $72.3K
|
20.6K
$1.01M
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.66K- 6.86% |
$65.7K - $76.4K
|
22.5K
$1.1M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.68K- 4.5% |
$66.4K - $77.2K
|
35.5K
$1.74M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 0.5% |
$71.8K - $83.5K
|
362K
$17.7M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.86K- 10.14% |
$73.7K - $85.7K
|
16.5K
$807K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.08K- 4.94% |
$82.3K - $95.7K
|
39.9K
$1.96M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.12K- 17.6% |
$84.1K - $97.8K
|
9.93K
$486K
|