Moneywise, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 13, 2020	SELL	$25.66 - $44.35 $107,027 - $184,983	-4,171 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$40.96 - $44.03 $170,844 - $183,649	4,171 New	4,171 $178,000
Q3 2019 Oct 23, 2019	SELL	$39.61 - $43.02 $191,593 - $208,087	-4,837 Closed	0 $0
Q2 2019 Jul 17, 2019	SELL	$39.89 - $43.31 $409,829 - $444,966	-10,274 Reduced 67.99%	4,837 $204,000
Q1 2019 Apr 30, 2019	BUY	$37.85 - $42.55 $304,806 - $342,655	8,053 Added 114.1%	15,111 $596,000
Q4 2018 Jan 29, 2019	SELL	$36.52 - $41.87 $43,824 - $50,244	-1,200 Reduced 14.53%	7,058 $270,000
Q3 2018 Oct 15, 2018	SELL	$40.79 - $42.36 $227,689 - $236,453	-5,582 Reduced 40.33%	8,258 $342,000
Q2 2018 Jul 19, 2018	BUY	$38.79 - $41.05 $536,853 - $568,132	13,840 New	13,840 $568,000

Others Institutions Holding SPHD

# of Institutions

363

Shares Held

22.3M

Call Options Held

87.1K

Put Options Held

14.3K

Morgan Stanley New York, NY

2.92M
Shares

$143 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$94.3 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$55 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.11M
Shares

$54.6 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.02M
Shares

$49.8 Million
0.11% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

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