Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.65KNew |
$191K - $206K
|
4.65K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.59KNew |
$189K - $204K
|
4.59K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.78K+ 5.43% |
$156K - $168K
|
73.4K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.7KNew |
$152K - $164K
|
3.7K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.6K+ 68.12% |
$148K - $160K
|
8.89K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.5K+ 230.26% |
$144K - $155K
|
5.02K
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.27K+ 1.07% |
$93.6K - $101K
|
215K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.12KNew |
$87.1K - $94K
|
2.12K
$104K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
2K+ 200000.0% |
$82.3K - $88.8K
|
2K
$98K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.95K+ 10.34% |
$80.1K - $86.4K
|
20.8K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.88K+ 63.38% |
$77.3K - $83.4K
|
4.84K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.87KNew |
$77K - $83.1K
|
1.87K
$91.6K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1.85K+ 1.62% |
$76.2K - $82.2K
|
116K
$5.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.8KNew |
$74.1K - $79.9K
|
1.8K
$88.2K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.8K+ 11.84% |
$73.9K - $79.7K
|
17K
$831K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.78K+ 18.36% |
$73.2K - $79K
|
11.5K
$562K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.6K+ 2.72% |
$66K - $71.2K
|
60.7K
$2.97M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.54K+ 22.03% |
$63.5K - $68.6K
|
8.55K
$419K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.48KNew |
$60.7K - $65.5K
|
1.48K
$72.2K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.43K+ 10.25% |
$59K - $63.7K
|
15.4K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.34KNew |
$54.9K - $59.3K
|
1.34K
$65.4K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.29K+ 24.98% |
$53.2K - $57.5K
|
6.48K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.22KNew |
$50K - $54K
|
1.22K
$59.6K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 76.29% |
$47.9K - $51.7K
|
2.69K
$132K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.12K+ 1.46% |
$46.3K - $49.9K
|
78.2K
$3.83M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.11K+ 0.72% |
$45.7K - $49.3K
|
155K
$7.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$45.3K - $48.9K
|
1.1K
$54K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
793+ 0.22% |
$32.6K - $35.2K
|
359K
$17.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
792+ 14.09% |
$32.6K - $35.2K
|
6.42K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
639+ 2.85% |
$26.3K - $28.4K
|
23K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
593+ 7.25% |
$24.4K - $26.3K
|
8.77K
$430K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
590New |
$24.3K - $26.2K
|
590
$28.9K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
558+ 336.14% |
$23K - $24.8K
|
724
$35.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
531+ 2.5% |
$21.9K - $23.6K
|
21.8K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
530New |
$21.8K - $23.5K
|
530
$26K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
510New |
$21K - $22.6K
|
510
$25K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
507New |
$20.9K - $22.5K
|
507
$24.8K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
458+ 17.87% |
$18.8K - $20.3K
|
3.02K
$148K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
422+ 0.47% |
$17.4K - $18.7K
|
90.1K
$4.42M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
415New |
$17.1K - $18.4K
|
415
$20.3K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
412+ 5.01% |
$17K - $18.3K
|
8.64K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
409+ 0.63% |
$16.8K - $18.2K
|
65.1K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
383+ 4.7% |
$15.8K - $17K
|
8.52K
$418K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
365+ 4.5% |
$15K - $16.2K
|
8.48K
$415K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
311+ 3.57% |
$12.8K - $13.8K
|
9.03K
$442K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
295New |
$12.1K - $13.1K
|
295
$14.4K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
289+ 2.55% |
$11.9K - $12.8K
|
11.6K
$569K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
263+ 1.23% |
$10.8K - $11.7K
|
21.7K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
250+ 2.63% |
$10.3K - $11.1K
|
9.77K
$478K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
216+ 1.38% |
$8.89K - $9.59K
|
15.9K
$779K
|