Twelve Points Wealth Management LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Twelve Points Wealth Management LLC

$337 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 18, 2023	BUY	$39.08 - $42.63 $2.39 Million - $2.61 Million	61,129 New	61,129 $2.4 Million

Others Institutions Holding SPHD

# of Institutions

373

Shares Held

22.9M

Call Options Held

87.1K

Put Options Held

14.3K

Morgan Stanley New York, NY

2.92M
Shares

$142 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$93.5 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$54.5 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.11M
Shares

$54.1 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.02M
Shares

$49.4 Million
0.11% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

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