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 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.2K+ 5.75% |
$517K - $604K
|
244K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13.2K+ 40.59% |
$514K - $601K
|
45.6K
$2.23M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 21.07% |
$470K - $550K
|
69.2K
$3.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
11.7K+ 162.74% |
$456K - $533K
|
18.9K
$923K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2K+ 3.17% |
$436K - $510K
|
364K
$17.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11.1KNew |
$433K - $506K
|
11.1K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.9K+ 342.03% |
$423K - $495K
|
14K
$687K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
9.7KNew |
$378K - $443K
|
9.7K
$475K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.44KNew |
$368K - $431K
|
9.44K
$462K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.26K+ 7.19% |
$361K - $422K
|
138K
$6.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
8.87KNew |
$346K - $404K
|
8.87K
$434K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.6KNew |
$336K - $392K
|
8.6K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.6KNew |
$335K - $392K
|
8.6K
$421K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
8.58KNew |
$335K - $391K
|
8.58K
$420K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
8.05KNew |
$314K - $367K
|
8.05K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
8K+ 7.19% |
$312K - $365K
|
119K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.95K+ 7.39% |
$310K - $363K
|
115K
$5.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
7.93K+ 93.14% |
$309K - $362K
|
16.5K
$806K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.79KNew |
$304K - $355K
|
7.79K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.56KNew |
$256K - $299K
|
6.56K
$321K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
6.23KNew |
$243K - $284K
|
6.23K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.14KNew |
$239K - $280K
|
6.14K
$301K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
6.04K+ 63.79% |
$236K - $276K
|
15.5K
$760K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.95KNew |
$232K - $271K
|
5.95K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.19KNew |
$203K - $237K
|
5.19K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.17KNew |
$202K - $236K
|
5.17K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5.05KNew |
$197K - $230K
|
5.05K
$247K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.95KNew |
$193K - $226K
|
4.95K
$243K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.92KNew |
$192K - $224K
|
4.92K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.91KNew |
$192K - $224K
|
4.91K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.84KNew |
$189K - $221K
|
4.84K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.8KNew |
$187K - $219K
|
4.8K
$235K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.79KNew |
$187K - $219K
|
4.79K
$235K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.73KNew |
$185K - $216K
|
4.73K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.73KNew |
$184K - $216K
|
4.73K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.64K+ 417.66% |
$181K - $211K
|
5.75K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
4.47KNew |
$174K - $204K
|
4.47K
$219K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.74K+ 22.33% |
$146K - $171K
|
20.5K
$1M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.46K+ 4.8% |
$135K - $158K
|
75.5K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.46K+ 2.07% |
$135K - $158K
|
170K
$8.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.17K+ 459.19% |
$124K - $145K
|
3.86K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.98KNew |
$116K - $136K
|
2.98K
$146K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.8K+ 10.74% |
$109K - $128K
|
28.9K
$1.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
2.74K+ 19.26% |
$107K - $125K
|
17K
$832K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
2.67K+ 14.64% |
$104K - $122K
|
20.9K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.61K+ 2.97% |
$102K - $119K
|
90.4K
$4.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.5K+ 4.5% |
$97.3K - $114K
|
57.9K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.38K+ 3.52% |
$93K - $109K
|
70.1K
$3.43M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.33K+ 3.61% |
$90.8K - $106K
|
66.8K
$3.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.25K+ 30.58% |
$87.9K - $103K
|
9.63K
$471K
|