Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.95KNew |
$196K - $228K
|
4.95K
$244K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-521- 9.11% |
$20.7K - $24K
|
5.2K
$257K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-37- 0.28% |
$1.47K - $1.71K
|
13K
$641K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-467- 2.88% |
$18.5K - $21.5K
|
15.7K
$777K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-29- 0.39% |
$1.15K - $1.34K
|
7.49K
$370K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-53.1K- 72.83% |
$2.11M - $2.45M
|
19.8K
$977K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-273- 3.24% |
$10.8K - $12.6K
|
8.16K
$403K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
404New |
$16K - $18.6K
|
404
$19.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
403+ 8.41% |
$16K - $18.6K
|
5.19K
$256K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-60- 1.08% |
$2.38K - $2.77K
|
5.49K
$271K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
227New |
$9.01K - $10.5K
|
227
$11.2K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1Closed |
$39 - $45.6
|
0
$0
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-86K- 94.19% |
$3.35M - $3.92M
|
5.3K
$262K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-96- 1.61% |
$3.74K - $4.38K
|
5.86K
$289K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
68.9KNew |
$2.69M - $3.14M
|
68.9K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553K- 97.72% |
$21.6M - $25.2M
|
12.9K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
400New |
$15.6K - $18.2K
|
400
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.22K- 20.38% |
$86.6K - $101K
|
8.67K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
175+ 14.58% |
$6.83K - $7.98K
|
1.38K
$67.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
259New |
$10.1K - $11.8K
|
259
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.17KNew |
$202K - $236K
|
5.17K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.8KNew |
$187K - $219K
|
4.8K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
370New |
$14.4K - $16.9K
|
370
$18.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 0.01% |
$39 - $45.6
|
16K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.73KNew |
$184K - $216K
|
4.73K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 0.98% |
$195 - $228
|
513
$25.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
106New |
$4.14K - $4.84K
|
106
$5.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
20KNew |
$781K - $914K
|
20K
$989K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
8.58KNew |
$335K - $391K
|
8.58K
$424K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.73KNew |
$185K - $216K
|
4.73K
$234K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$15.6K - $18.2K
|
400
$19.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
614New |
$24K - $28K
|
614
$30.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2New |
$78 - $91.2
|
2
$98.7
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-2.35K- 31.04% |
$91.5K - $107K
|
5.21K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3New |
$117 - $137
|
3
$148
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
8.05KNew |
$314K - $367K
|
8.05K
$397K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$11.7K - $13.7K
|
300
$14.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-16.2K- 38.14% |
$633K - $741K
|
26.3K
$1.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-841- 84.86% |
$32.8K - $38.4K
|
150
$7.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
6.23KNew |
$243K - $284K
|
6.23K
$308K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
65+ 1.23% |
$2.54K - $2.97K
|
5.36K
$264K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
2+ 0.03% |
$78 - $91.2
|
5.74K
$283K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1New |
$39 - $45.6
|
1
$49.4
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
19New |
$741 - $867
|
19
$938
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
966New |
$37.7K - $44.1K
|
966
$47.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
807+ 2.08% |
$31.5K - $36.8K
|
39.6K
$1.95M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
625New |
$24.4K - $28.5K
|
625
$30.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.44KNew |
$368K - $431K
|
9.44K
$466K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-94- 49.47% |
$3.67K - $4.29K
|
96
$4.74K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
94New |
$3.67K - $4.29K
|
94
$4.64K
|
|