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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.86K+ 6.93% |
$82.1K - $94.3K
|
28.8K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.51K+ 33.47% |
$66.5K - $76.3K
|
6.02K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.46K+ 12.82% |
$64.4K - $73.9K
|
12.9K
$639K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 3.43% |
$61.5K - $70.5K
|
42.1K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.3K+ 9.85% |
$57.1K - $65.5K
|
14.4K
$717K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$52.8K - $60.5K
|
1.2K
$59.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.17K+ 15.67% |
$51.3K - $58.9K
|
8.6K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$48.6K - $55.7K
|
1.1K
$54.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.01K+ 6.65% |
$44.4K - $51K
|
16.2K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1KNew |
$44.1K - $50.6K
|
1K
$49.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
980+ 17.4% |
$43.2K - $49.6K
|
6.61K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
865+ 17.11% |
$38.1K - $43.7K
|
5.92K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
850+ 18.78% |
$37.5K - $43K
|
5.38K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
800+ 3.23% |
$35.3K - $40.5K
|
25.6K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
758+ 1.88% |
$33.4K - $38.3K
|
41.2K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
755+ 6863.64% |
$33.3K - $38.2K
|
766
$38K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
752+ 1.36% |
$33.1K - $38K
|
56.2K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
707+ 2.94% |
$31.2K - $35.8K
|
24.8K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
668+ 5.75% |
$29.4K - $33.8K
|
12.3K
$610K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
615+ 2.89% |
$27.1K - $31.1K
|
21.9K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
589+ 190.0% |
$26K - $29.8K
|
899
$44.6K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
544+ 9.33% |
$24K - $27.5K
|
6.37K
$316K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
499+ 941.51% |
$22K - $25.2K
|
552
$27.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
454+ 0.51% |
$20K - $23K
|
90.2K
$4.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
415+ 2.99% |
$18.3K - $21K
|
14.3K
$710K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
400+ 2.94% |
$17.6K - $20.2K
|
14K
$695K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
400+ 4.1% |
$17.6K - $20.2K
|
10.2K
$505K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
396+ 6.35% |
$17.5K - $20K
|
6.63K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
386+ 2.31% |
$17K - $19.5K
|
17.1K
$850K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
361+ 0.32% |
$15.9K - $18.3K
|
113K
$5.63M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
324+ 4.68% |
$14.3K - $16.4K
|
7.25K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
316+ 0.88% |
$13.9K - $16K
|
36K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
313+ 1.85% |
$13.8K - $15.8K
|
17.3K
$857K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
300+ 6.64% |
$13.2K - $15.2K
|
4.82K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$13.2K - $15.2K
|
300
$14.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
217+ 4.55% |
$9.56K - $11K
|
4.98K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
214New |
$9.43K - $10.8K
|
214
$10.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
206+ 0.29% |
$9.08K - $10.4K
|
71.4K
$3.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
202+ 5.03% |
$8.9K - $10.2K
|
4.22K
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
187+ 37.4% |
$8.24K - $9.46K
|
687
$34.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
184+ 1.61% |
$8.11K - $9.3K
|
11.6K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
180+ 0.94% |
$7.93K - $9.1K
|
19.3K
$960K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 1.11% |
$6.92K - $7.94K
|
14.3K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
154+ 1.86% |
$6.79K - $7.79K
|
8.45K
$420K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
140+ 0.66% |
$6.17K - $7.08K
|
21.4K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
123New |
$5.42K - $6.22K
|
123
$6.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
121+ 6050.0% |
$5.33K - $6.12K
|
123
$6.11K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
114+ 0.61% |
$5.02K - $5.76K
|
18.7K
$931K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
65New |
$2.86K - $3.29K
|
65
$3.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59+ 0.83% |
$2.6K - $2.98K
|
7.19K
$357K
|