Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
312+ 1.63% |
$13K - $14.1K
|
19.5K
$949K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
254+ 3.25% |
$10.6K - $11.5K
|
8.07K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
240New |
$9.97K - $10.9K
|
240
$11.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
220New |
$9.14K - $9.96K
|
220
$10.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
184+ 3.83% |
$7.65K - $8.33K
|
4.99K
$243K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
181New |
$7.52K - $8.2K
|
181
$8.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
133+ 1.01% |
$5.53K - $6.02K
|
13.3K
$648K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
72+ 0.75% |
$2.99K - $3.26K
|
9.64K
$469K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
58+ 0.91% |
$2.41K - $2.63K
|
6.43K
$313K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
53New |
$2.2K - $2.4K
|
53
$2.58K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 1.66% |
$2.08K - $2.26K
|
3.06K
$149K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
40+ 0.2% |
$1.66K - $1.81K
|
20.4K
$993K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
25New |
$1.04K - $1.13K
|
25
$1.22K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 0.36% |
$997 - $1.09K
|
6.73K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.91% |
$914 - $996
|
2.45K
$119K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16+ 0.18% |
$665 - $724
|
8.79K
$428K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
15+ 0.92% |
$623 - $679
|
1.65K
$80.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.74% |
$332 - $362
|
1.09K
$53.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.73% |
$291 - $317
|
965
$47K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.18% |
$208 - $226
|
2.84K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 1.03% |
$208 - $226
|
492
$23.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
5+ 0.14% |
$208 - $226
|
3.59K
$175K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.99% |
$208 - $226
|
510
$24.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.8% |
$166 - $181
|
507
$24.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.1% |
$125 - $136
|
3.11K
$151K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.16% |
$125 - $136
|
261
$12.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.13% |
$83.1 - $90.6
|
1.53K
$74.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.04% |
$83.1 - $90.6
|
5.11K
$249K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
2+ 0.03% |
$83.1 - $90.6
|
5.79K
$282K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2+ 1.54% |
$83.1 - $90.6
|
132
$6.42K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.52% |
$41.6 - $45.3
|
191
$9.29K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12- 0.18% |
$499 - $543
|
6.55K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-13- 0.04% |
$540 - $589
|
30K
$1.46M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 1.46% |
$582 - $634
|
948
$46.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-23- 10.5% |
$956 - $1.04K
|
196
$9.54K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-25- 0.39% |
$1.04K - $1.13K
|
6.47K
$315K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-29- 0.58% |
$1.2K - $1.31K
|
4.94K
$241K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-34- 0.67% |
$1.41K - $1.54K
|
5.01K
$244K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-40Closed |
$1.66K - $1.81K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-46- 0.8% |
$1.91K - $2.08K
|
5.7K
$277K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-60- 8.5% |
$2.49K - $2.72K
|
646
$31.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-63- 1.19% |
$2.62K - $2.85K
|
5.23K
$255K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-79Closed |
$3.28K - $3.58K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-81Closed |
$3.37K - $3.67K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-96- 1.2% |
$3.99K - $4.35K
|
7.91K
$385K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 1.56% |
$4.16K - $4.53K
|
6.31K
$307K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-100- 1.36% |
$4.16K - $4.53K
|
7.26K
$353K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-104- 49.52% |
$4.32K - $4.71K
|
106
$5.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-109Closed |
$4.53K - $4.94K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-110- 3.11% |
$4.57K - $4.98K
|
3.43K
$167K
|