Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.84KNew |
$205K - $239K
|
4.84K
$228K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.63KNew |
$196K - $228K
|
4.63K
$218K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.05K+ 0.51% |
$171K - $199K
|
800K
$37.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.93K+ 41.39% |
$166K - $193K
|
13.4K
$631K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.69K+ 6.83% |
$156K - $182K
|
57.7K
$2.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.6K+ 37.61% |
$152K - $177K
|
13.2K
$619K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.53K+ 22.45% |
$149K - $174K
|
19.3K
$907K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.53K+ 22.45% |
$149K - $174K
|
19.3K
$907K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.3K+ 8.56% |
$139K - $162K
|
41.8K
$1.97M
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.18K+ 5.94% |
$134K - $156K
|
56.7K
$2.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.85K+ 21.72% |
$120K - $140K
|
16K
$752K
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.79K+ 29.76% |
$118K - $137K
|
12.2K
$572K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.54K+ 4.05% |
$107K - $125K
|
65.2K
$3.07M
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
BUY
|
- |
2.15K+ 32.95% |
$90.6K - $106K
|
8.65K
$407K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.14K+ 21.4% |
$90.5K - $105K
|
12.2K
$572K
|
|
|
Jul 26, 2022
Q2 2022
|
Palladiem, LLC
|
BUY
|
- |
2.06K+ 2.67% |
$87K - $101K
|
79K
$3.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1.94K+ 33.6% |
$82K - $95.6K
|
7.72K
$363K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.79KNew |
$75.7K - $88.2K
|
1.79K
$84.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.6K+ 24.58% |
$67.6K - $78.7K
|
8.1K
$381K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
1.53K+ 26.2% |
$64.4K - $75.1K
|
7.35K
$346K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.5K+ 16.83% |
$63.4K - $73.9K
|
10.4K
$490K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4K+ 13.08% |
$59.3K - $69.1K
|
12.1K
$571K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.21K+ 76.74% |
$51.3K - $59.8K
|
2.8K
$132K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.11KNew |
$47.1K - $54.9K
|
1.11K
$52.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$46.1K - $53.7K
|
1.09K
$51.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.06K+ 23.93% |
$44.8K - $52.2K
|
5.49K
$258K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 1440.28% |
$43.8K - $51.1K
|
1.11K
$52.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
897New |
$37.9K - $44.2K
|
897
$42.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
873+ 171.18% |
$36.9K - $43K
|
1.38K
$65.1K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
845+ 11.29% |
$35.7K - $41.6K
|
8.33K
$392K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
813+ 16.17% |
$34.3K - $40K
|
5.84K
$275K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
785+ 17.92% |
$33.2K - $38.7K
|
5.17K
$243K
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
760+ 10.37% |
$32.1K - $37.4K
|
8.09K
$381K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
730+ 11.14% |
$30.8K - $35.9K
|
7.28K
$343K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
721+ 2.04% |
$30.5K - $35.5K
|
36K
$1.7M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
660+ 5.26% |
$27.9K - $32.5K
|
13.2K
$622K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
659+ 11.76% |
$27.8K - $32.4K
|
6.26K
$295K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
646New |
$27.3K - $31.8K
|
646
$30.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
626New |
$26.4K - $30.8K
|
626
$29.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
618New |
$26.1K - $30.4K
|
618
$29.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
605New |
$25.6K - $29.8K
|
605
$28.5K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600+ 9.76% |
$25.4K - $29.5K
|
6.75K
$318K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
600+ 150.0% |
$25.4K - $29.5K
|
1K
$47.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
580New |
$24.5K - $28.6K
|
580
$27.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
561+ 14.12% |
$23.7K - $27.6K
|
4.54K
$214K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
519+ 3.99% |
$21.9K - $25.6K
|
13.5K
$637K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
518+ 2.9% |
$21.9K - $25.5K
|
18.4K
$864K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
410+ 2.78% |
$17.3K - $20.2K
|
15.2K
$714K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$16.9K - $19.7K
|
400
$18.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
327+ 3.0% |
$13.8K - $16.1K
|
11.2K
$529K
|