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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.08K+ 60.3% |
$356K - $408K
|
21.5K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.05K+ 11.83% |
$355K - $407K
|
76.1K
$3.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
8.03K+ 224.9% |
$354K - $406K
|
11.6K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.63KNew |
$336K - $386K
|
7.63K
$374K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.54KNew |
$332K - $381K
|
7.54K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.2K+ 12.3% |
$317K - $364K
|
65.7K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.16K+ 142.63% |
$316K - $362K
|
12.2K
$597K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7K+ 5833.33% |
$308K - $354K
|
7.12K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.66K+ 8.43% |
$294K - $337K
|
85.7K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6.36KNew |
$280K - $322K
|
6.36K
$312K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
6.05KNew |
$267K - $306K
|
6.05K
$296K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.94KNew |
$262K - $300K
|
5.94K
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
5.67K+ 291.62% |
$250K - $287K
|
7.62K
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.02KNew |
$221K - $254K
|
5.02K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.91KNew |
$216K - $248K
|
4.91K
$240K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.91KNew |
$216K - $248K
|
4.91K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.81KNew |
$212K - $243K
|
4.81K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.8KNew |
$212K - $243K
|
4.8K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.59KNew |
$202K - $232K
|
4.59K
$225K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.56K+ 7.59% |
$201K - $231K
|
64.7K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
4.55KNew |
$201K - $230K
|
4.55K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.5KNew |
$198K - $228K
|
4.5K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.48K+ 1.58% |
$197K - $226K
|
287K
$14.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.45KNew |
$196K - $225K
|
4.45K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.44KNew |
$196K - $225K
|
4.44K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4.41KNew |
$194K - $223K
|
4.41K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.27KNew |
$188K - $216K
|
4.27K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.24KNew |
$187K - $214K
|
4.24K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.23KNew |
$187K - $214K
|
4.23K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
4.1KNew |
$181K - $207K
|
4.1K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.06K+ 58.63% |
$179K - $205K
|
11K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.99KNew |
$176K - $202K
|
3.99K
$196K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.71K+ 43.67% |
$163K - $187K
|
12.2K
$597K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.44K+ 49.31% |
$152K - $174K
|
10.4K
$510K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.43K+ 15.12% |
$151K - $173K
|
26.1K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.32K+ 2.15% |
$146K - $168K
|
157K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.31K+ 0.49% |
$146K - $167K
|
675K
$33M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.16K+ 64.59% |
$139K - $160K
|
8.04K
$394K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.16K+ 53.09% |
$139K - $160K
|
9.1K
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
3.14K+ 20.93% |
$138K - $159K
|
18.1K
$888K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.87K+ 18.68% |
$126K - $145K
|
18.2K
$892K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.7K+ 37.64% |
$119K - $137K
|
9.87K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.64K+ 0.61% |
$116K - $133K
|
436K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 4.06% |
$115K - $132K
|
67K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.55K+ 100.0% |
$112K - $129K
|
5.1K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.22K+ 43.4% |
$98K - $112K
|
7.35K
$360K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.12K+ 12.94% |
$93.4K - $107K
|
18.5K
$906K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 21.01% |
$83.8K - $96.1K
|
10.9K
$536K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.88KNew |
$83K - $95.2K
|
1.88K
$92.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.86K+ 6.93% |
$82.1K - $94.3K
|
28.8K
$1.41M
|