Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
622K+ 3722.86% |
$27.4M - $31.4M
|
638K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
521K+ 21.73% |
$23M - $26.3M
|
2.92M
$143M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
452KNew |
$19.9M - $22.9M
|
452K
$22.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
265KNew |
$11.7M - $13.4M
|
265K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210K+ 56.14% |
$9.27M - $10.6M
|
585K
$28.6M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
139KNew |
$6.12M - $7.02M
|
139K
$6.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
87.8KNew |
$3.87M - $4.44M
|
87.8K
$4.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
79.4K+ 38.97% |
$3.5M - $4.02M
|
283K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
79.3K+ 85.74% |
$3.49M - $4.01M
|
172K
$8.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
58.3K+ 49.51% |
$2.57M - $2.95M
|
176K
$8.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
56.5KNew |
$2.49M - $2.86M
|
56.5K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
51.2K+ 78.05% |
$2.26M - $2.59M
|
117K
$5.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.8K+ 10.44% |
$2.19M - $2.52M
|
527K
$25.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
45.8K+ 8.55% |
$2.02M - $2.31M
|
581K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42.8K+ 15.0% |
$1.89M - $2.17M
|
328K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
42.8KNew |
$1.88M - $2.16M
|
42.8K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.6K+ 2.15% |
$1.79M - $2.05M
|
1.93M
$94.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40K+ 399.27% |
$1.76M - $2.02M
|
50K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
39.5KNew |
$1.74M - $2M
|
39.5K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.6K+ 51.57% |
$1.66M - $1.9M
|
110K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36.8K+ 6013.24% |
$1.62M - $1.86M
|
37.4K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.5K+ 21.75% |
$1.57M - $1.8M
|
199K
$9.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34.6KNew |
$1.52M - $1.75M
|
34.6K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
33.1KNew |
$1.46M - $1.68M
|
33.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
29K+ 147.86% |
$1.28M - $1.47M
|
48.6K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.1K+ 76.11% |
$1.2M - $1.37M
|
62.8K
$3.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25.6KNew |
$1.13M - $1.29M
|
25.6K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
24.6K+ 349.11% |
$1.09M - $1.25M
|
31.7K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
21.8KNew |
$961K - $1.1M
|
21.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4K+ 11.67% |
$941K - $1.08M
|
204K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.2KNew |
$892K - $1.02M
|
20.2K
$991K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
18.2KNew |
$800K - $918K
|
18.2K
$889K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
18K+ 105.41% |
$791K - $908K
|
35K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.3KNew |
$762K - $875K
|
17.3K
$847K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.2K+ 86.75% |
$757K - $868K
|
37K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
15.6KNew |
$689K - $791K
|
15.6K
$766K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.4KNew |
$678K - $777K
|
15.4K
$753K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.1KNew |
$665K - $763K
|
15.1K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.7KNew |
$648K - $743K
|
14.7K
$720K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.3KNew |
$588K - $674K
|
13.3K
$653K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
12.3K+ 7.6% |
$541K - $620K
|
174K
$8.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
11.3KNew |
$498K - $571K
|
11.3K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10.5KNew |
$462K - $530K
|
10.5K
$513K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.3K+ 14.96% |
$455K - $523K
|
79.4K
$3.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.98KNew |
$440K - $505K
|
9.98K
$489K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.58KNew |
$422K - $484K
|
9.58K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.26KNew |
$408K - $468K
|
9.26K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.9K+ 2.81% |
$392K - $450K
|
325K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.72K+ 7.46% |
$384K - $441K
|
126K
$6.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.45KNew |
$372K - $427K
|
8.45K
$414K
|