Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 High (SPHD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.89KNew |
$269K - $294K
|
6.89K
$352K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
6.66K+ 3.98% |
$260K - $284K
|
174K
$8.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.45KNew |
$213K - $232K
|
5.45K
$278K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$127K - $138K
|
3.24K
$166K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.99K+ 7.98% |
$77.7K - $84.7K
|
26.9K
$1.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.95KNew |
$76K - $82.9K
|
1.95K
$99.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
887+ 212.2% |
$34.7K - $37.8K
|
1.31K
$66.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
850New |
$33.2K - $36.2K
|
850
$43.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
349+ 0.86% |
$13.6K - $14.9K
|
40.7K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
96New |
$3.75K - $4.09K
|
96
$4.91K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26New |
$1.02K - $1.11K
|
26
$1.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9+ 0.17% |
$352 - $384
|
5.21K
$266K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
41.1K+ 463.96% |
$1.61M - $1.76M
|
50K
$2.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
29.2KNew |
$1.14M - $1.25M
|
29.2K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
16.5KNew |
$647K - $706K
|
16.5K
$844K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.9KNew |
$426K - $465K
|
10.9K
$556K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
8.4K+ 14.67% |
$329K - $359K
|
65.6K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.01K+ 8.99% |
$196K - $214K
|
60.7K
$3.1M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 11.87% |
$159K - $174K
|
38.3K
$1.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.1K+ 20.0% |
$82.3K - $89.9K
|
12.6K
$644K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
575+ 11.51% |
$22.5K - $24.6K
|
5.57K
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
500New |
$19.6K - $21.4K
|
500
$25.6K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
419New |
$16.4K - $17.9K
|
419
$21.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
256New |
$10K - $11K
|
256
$13.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62+ 1.26% |
$2.43K - $2.65K
|
4.99K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
59New |
$2.31K - $2.53K
|
59
$3.02K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
56+ 1.14% |
$2.2K - $2.4K
|
4.97K
$254K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 1.15% |
$274 - $300
|
614
$31.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 1.16% |
$196 - $214
|
435
$22.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2New |
$78.4 - $85.6
|
2
$102
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
90KNew |
$3.57M - $4.15M
|
90K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
27.1KNew |
$1.07M - $1.25M
|
27.1K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
19.9K+ 11.56% |
$789K - $917K
|
192K
$9.82M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.8KNew |
$469K - $545K
|
11.8K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.69KNew |
$226K - $262K
|
5.69K
$291K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5KNew |
$198K - $231K
|
5K
$256K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.95KNew |
$196K - $228K
|
4.95K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.75KNew |
$149K - $173K
|
3.75K
$192K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.85K+ 2.95% |
$73.3K - $85.2K
|
64.4K
$3.29M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
865New |
$34.3K - $39.9K
|
865
$44.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
404New |
$16K - $18.6K
|
404
$20.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
403+ 8.41% |
$16K - $18.6K
|
5.19K
$266K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
227New |
$9.01K - $10.5K
|
227
$11.6K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
158New |
$6.27K - $7.29K
|
158
$8.08K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3New |
$119 - $138
|
3
$153
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.87% |
$79.3 - $92.2
|
231
$11.8K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
68.9KNew |
$2.69M - $3.14M
|
68.9K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
20KNew |
$781K - $914K
|
20K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.44KNew |
$368K - $431K
|
9.44K
$483K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
8.58KNew |
$335K - $391K
|
8.58K
$439K
|
|