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 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 4.39% |
$72K - $78.5K
|
43.8K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.84K+ 17.58% |
$71.9K - $78.4K
|
12.3K
$603K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.64K+ 336.63% |
$63.9K - $69.7K
|
2.12K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 5.14% |
$58.8K - $64.1K
|
30.8K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.5K+ 0.43% |
$58.4K - $63.7K
|
350K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 29.72% |
$56.7K - $61.9K
|
6.33K
$310K
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.37K+ 0.71% |
$53.7K - $58.5K
|
195K
$9.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
1.22K+ 7.85% |
$47.6K - $52K
|
16.7K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.21K+ 1.13% |
$47.2K - $51.5K
|
108K
$5.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.11K+ 6.98% |
$43.4K - $47.4K
|
17K
$834K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.1K+ 7.28% |
$43K - $46.9K
|
16.2K
$793K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
956+ 15.97% |
$37.4K - $40.8K
|
6.94K
$340K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
887+ 212.2% |
$34.7K - $37.8K
|
1.31K
$63.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
850New |
$33.2K - $36.2K
|
850
$41.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
750+ 14.85% |
$29.3K - $32K
|
5.8K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
622+ 0.99% |
$24.3K - $26.5K
|
63.5K
$3.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
603+ 1.75% |
$23.6K - $25.7K
|
35K
$1.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
600+ 6.45% |
$23.4K - $25.6K
|
9.9K
$485K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
592+ 0.46% |
$23.1K - $25.2K
|
130K
$6.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
450+ 0.63% |
$17.6K - $19.2K
|
71.4K
$3.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
447+ 6.26% |
$17.5K - $19.1K
|
7.58K
$371K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
349+ 0.86% |
$13.6K - $14.9K
|
40.7K
$1.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
349+ 2.25% |
$13.6K - $14.9K
|
15.9K
$777K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
323+ 23.49% |
$12.6K - $13.8K
|
1.7K
$83.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
267+ 1.22% |
$10.4K - $11.4K
|
22.2K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200+ 1.81% |
$7.82K - $8.53K
|
11.2K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
189+ 2.0% |
$7.39K - $8.06K
|
9.66K
$473K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
174+ 0.26% |
$6.8K - $7.42K
|
66.7K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
137+ 0.23% |
$5.35K - $5.84K
|
59.1K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
118New |
$4.61K - $5.03K
|
118
$5.78K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
109+ 2.83% |
$4.26K - $4.65K
|
3.96K
$194K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
96New |
$3.75K - $4.09K
|
96
$4.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
95+ 0.48% |
$3.71K - $4.05K
|
20K
$980K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
83+ 0.41% |
$3.24K - $3.54K
|
20.3K
$992K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
83+ 1.22% |
$3.24K - $3.54K
|
6.9K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
82+ 53.59% |
$3.2K - $3.5K
|
235
$11.5K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
65+ 1.22% |
$2.54K - $2.77K
|
5.38K
$263K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
49+ 0.26% |
$1.91K - $2.09K
|
18.7K
$917K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
32+ 0.59% |
$1.25K - $1.36K
|
5.47K
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26New |
$1.02K - $1.11K
|
26
$1.27K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
18+ 0.16% |
$703 - $767
|
11.6K
$569K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
17New |
$664 - $725
|
17
$833
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
11New |
$430 - $469
|
11
$539
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
11+ 0.05% |
$430 - $469
|
20.6K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9+ 0.17% |
$352 - $384
|
5.21K
$255K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5+ 0.03% |
$195 - $213
|
19.8K
$971K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.7% |
$195 - $213
|
718
$35.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.03% |
$156 - $171
|
14.5K
$709K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.14% |
$156 - $171
|
2.81K
$138K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.19% |
$117 - $128
|
1.55K
$75.9K
|