Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
559K+ 8639.89% |
$21.8M - $25.5M
|
566K
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
361KNew |
$14.1M - $16.5M
|
361K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
326K+ 36.1% |
$12.7M - $14.9M
|
1.23M
$60.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
302K+ 15.78% |
$11.8M - $13.8M
|
2.22M
$109M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
293K+ 84.79% |
$11.4M - $13.4M
|
638K
$31.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
285K+ 13.94% |
$11.1M - $13M
|
2.33M
$114M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 6.58% |
$10.7M - $12.5M
|
4.45M
$218M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
202K+ 65.39% |
$7.9M - $9.23M
|
512K
$25.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
196KNew |
$7.64M - $8.94M
|
196K
$9.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
183K+ 12.52% |
$7.12M - $8.33M
|
1.64M
$80.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
158K+ 35.8% |
$6.14M - $7.19M
|
597K
$29.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
140KNew |
$5.46M - $6.39M
|
140K
$6.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
138K+ 20.88% |
$5.37M - $6.28M
|
797K
$39M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
125KNew |
$4.88M - $5.71M
|
125K
$6.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
96.6KNew |
$3.77M - $4.41M
|
96.6K
$4.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.5K+ 154.77% |
$3.38M - $3.95M
|
142K
$6.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
84.2K+ 22.38% |
$3.28M - $3.84M
|
460K
$22.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.8K+ 28.09% |
$2.96M - $3.46M
|
346K
$16.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
68.9KNew |
$2.69M - $3.14M
|
68.9K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
68.9KNew |
$2.69M - $3.14M
|
68.9K
$3.37M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
68.1KNew |
$2.66M - $3.11M
|
68.1K
$3.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
64K+ 14.69% |
$2.5M - $2.92M
|
500K
$24.5M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63KNew |
$2.46M - $2.87M
|
63K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
62.1K+ 360.12% |
$2.42M - $2.83M
|
79.3K
$3.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.3K+ 10.15% |
$1.96M - $2.3M
|
546K
$26.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.2K+ 562.83% |
$1.96M - $2.29M
|
59.1K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
49.2KNew |
$1.92M - $2.24M
|
49.2K
$2.41M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
41.8K+ 8.47% |
$1.63M - $1.91M
|
535K
$26.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
40KNew |
$1.56M - $1.83M
|
40K
$1.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
35.5KNew |
$1.38M - $1.62M
|
35.5K
$1.74M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
33.1K+ 13.93% |
$1.29M - $1.51M
|
271K
$13.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
30.5KNew |
$1.19M - $1.39M
|
30.5K
$1.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.2K+ 15.23% |
$1.18M - $1.38M
|
228K
$11.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
30.1K+ 9.3% |
$1.17M - $1.37M
|
354K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28.2KNew |
$1.1M - $1.29M
|
28.2K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25K+ 9.34% |
$974K - $1.14M
|
292K
$14.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.8K+ 250.28% |
$968K - $1.13M
|
34.7K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.2K+ 16.26% |
$946K - $1.11M
|
173K
$8.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
24.2KNew |
$943K - $1.1M
|
24.2K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
23.2KNew |
$906K - $1.06M
|
23.2K
$1.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
22.8KNew |
$889K - $1.04M
|
22.8K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 6.66% |
$878K - $1.03M
|
361K
$17.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
20.9K+ 13.8% |
$814K - $952K
|
172K
$8.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
20KNew |
$781K - $914K
|
20K
$981K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
19.8K+ 37.3% |
$772K - $903K
|
72.9K
$3.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
15.9K+ 252.8% |
$619K - $723K
|
22.1K
$1.08M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.2K+ 4.37% |
$595K - $695K
|
364K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.4K+ 18.63% |
$560K - $655K
|
91.4K
$4.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 130.25% |
$548K - $641K
|
24.8K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
13.9K+ 9.49% |
$541K - $632K
|
160K
$7.83M
|