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 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$11.7K - $13.7K
|
300
$15K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
297+ 0.19% |
$11.6K - $13.5K
|
157K
$7.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
295New |
$11.5K - $13.5K
|
295
$14.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
294+ 2.09% |
$11.5K - $13.4K
|
14.4K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
276+ 0.69% |
$10.8K - $12.6K
|
40.3K
$2.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
264+ 0.78% |
$10.3K - $12K
|
34.3K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
259New |
$10.1K - $11.8K
|
259
$13K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
229+ 38.17% |
$8.93K - $10.4K
|
829
$41.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
222New |
$8.66K - $10.1K
|
222
$11.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
213+ 0.43% |
$8.31K - $9.72K
|
49.7K
$2.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
210+ 0.99% |
$8.19K - $9.58K
|
21.5K
$1.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
205+ 0.49% |
$8K - $9.35K
|
42K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200+ 2.44% |
$7.8K - $9.12K
|
8.41K
$421K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
198New |
$7.72K - $9.03K
|
198
$9.93K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
175+ 14.58% |
$6.83K - $7.98K
|
1.38K
$68.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
175+ 14.58% |
$6.83K - $7.98K
|
1.38K
$68.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
166+ 0.62% |
$6.48K - $7.57K
|
26.8K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
157+ 1.28% |
$6.12K - $7.16K
|
12.5K
$624K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
126+ 0.7% |
$4.92K - $5.75K
|
18.1K
$909K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
115+ 0.87% |
$4.49K - $5.25K
|
13.4K
$671K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
106New |
$4.14K - $4.84K
|
106
$5.31K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
105+ 2.09% |
$4.1K - $4.79K
|
5.14K
$258K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
96+ 2.22% |
$3.74K - $4.38K
|
4.42K
$222K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
94New |
$3.67K - $4.29K
|
94
$4.71K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
86New |
$3.35K - $3.92K
|
86
$4.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 0.41% |
$2.73K - $3.19K
|
17.3K
$868K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
65+ 1.23% |
$2.54K - $2.97K
|
5.36K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
65+ 0.98% |
$2.54K - $2.97K
|
6.68K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49+ 0.43% |
$1.91K - $2.24K
|
11.4K
$572K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19New |
$741 - $867
|
19
$952
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
17+ 1.0% |
$663 - $776
|
1.71K
$85.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 0.93% |
$507 - $593
|
1.41K
$70.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
8+ 0.06% |
$312 - $365
|
12.7K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6+ 0.21% |
$234 - $274
|
2.86K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 0.98% |
$195 - $228
|
513
$25.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.12% |
$117 - $137
|
272
$13.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3New |
$117 - $137
|
3
$150
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3New |
$117 - $137
|
3
$150
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2New |
$78 - $91.2
|
2
$100
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.88% |
$78 - $91.2
|
229
$11.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.13% |
$78 - $91.2
|
1.54K
$77.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.77% |
$78 - $91.2
|
115
$5.76K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
2+ 0.03% |
$78 - $91.2
|
5.74K
$288K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.02% |
$78 - $91.2
|
199
$9.98K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.17% |
$39 - $45.6
|
591
$29.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 0.01% |
$39 - $45.6
|
16K
$801K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 1.02% |
$39 - $45.6
|
99
$4.96K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.01% |
$39 - $45.6
|
10.3K
$515K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.66% |
$39 - $45.6
|
153
$7.67K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1New |
$39 - $45.6
|
1
$50.1
|