Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
213K+ 364.17% |
$8.33M - $9.09M
|
272K
$13.3M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
191KNew |
$7.45M - $8.13M
|
191K
$9.34M
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
159K+ 210.81% |
$6.23M - $6.79M
|
235K
$11.5M
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
61.1KNew |
$2.39M - $2.61M
|
61.1K
$2.99M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.8KNew |
$1.36M - $1.48M
|
34.8K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.3KNew |
$988K - $1.08M
|
25.3K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.2K+ 9.85% |
$945K - $1.03M
|
270K
$13.2M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.9K+ 135.37% |
$894K - $975K
|
39.8K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.4KNew |
$875K - $955K
|
22.4K
$1.1M
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
21.2KNew |
$829K - $904K
|
21.2K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18.6K+ 6200.0% |
$727K - $793K
|
18.9K
$926K
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.4KNew |
$682K - $744K
|
17.4K
$854K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16.4K+ 22.35% |
$639K - $697K
|
89.5K
$4.38M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
12.3KNew |
$480K - $524K
|
12.3K
$602K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 174.72% |
$433K - $473K
|
17.4K
$854K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.9KNew |
$427K - $465K
|
10.9K
$535K
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
10.2KNew |
$399K - $435K
|
10.2K
$500K
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.03K+ 61.41% |
$353K - $385K
|
23.7K
$1.16M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.97KNew |
$350K - $382K
|
8.97K
$439K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.78KNew |
$343K - $374K
|
8.78K
$430K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.65KNew |
$338K - $369K
|
8.65K
$424K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7.74K+ 160.5% |
$303K - $330K
|
12.6K
$616K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.1K+ 1.46% |
$278K - $303K
|
492K
$24.1M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.89KNew |
$269K - $294K
|
6.89K
$337K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
6.66K+ 3.98% |
$260K - $284K
|
174K
$8.52M
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.5K+ 3.17% |
$254K - $277K
|
212K
$10.4M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.35KNew |
$248K - $271K
|
6.35K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.9K+ 28.56% |
$231K - $252K
|
26.6K
$1.3M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.69K+ 3.6% |
$222K - $242K
|
164K
$8.03M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.45KNew |
$213K - $232K
|
5.45K
$267K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.32KNew |
$208K - $227K
|
5.32K
$260K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.15KNew |
$201K - $220K
|
5.15K
$252K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.04K+ 125.46% |
$197K - $215K
|
9.06K
$444K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.74K+ 6.31% |
$185K - $202K
|
80K
$3.92M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.54K+ 14.35% |
$177K - $193K
|
36.2K
$1.77M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.4K+ 42.73% |
$172K - $188K
|
14.7K
$720K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$127K - $138K
|
3.24K
$159K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.1K+ 40.19% |
$121K - $132K
|
10.8K
$529K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.07K+ 27.16% |
$120K - $131K
|
14.4K
$703K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.74K+ 9.95% |
$107K - $117K
|
30.3K
$1.48M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.74K+ 9.95% |
$107K - $117K
|
30.3K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.6K+ 2.9% |
$102K - $111K
|
92.4K
$4.52M
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2.57K+ 93.91% |
$101K - $110K
|
5.31K
$260K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.38K+ 1.98% |
$93.1K - $102K
|
123K
$6.01M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.22K+ 48.86% |
$86.6K - $94.4K
|
6.75K
$331K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.13K+ 11.11% |
$83.3K - $90.8K
|
21.3K
$1.04M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.99K+ 7.98% |
$77.7K - $84.7K
|
26.9K
$1.32M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.95KNew |
$76K - $82.9K
|
1.95K
$95.3K
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.94K+ 5.37% |
$75.9K - $82.8K
|
38.1K
$1.87M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.86K+ 11.79% |
$72.8K - $79.4K
|
17.7K
$865K
|