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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
8.4K+ 14.67% |
$329K - $359K
|
65.6K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.01K+ 8.99% |
$196K - $214K
|
60.7K
$2.93M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 11.87% |
$159K - $174K
|
38.3K
$1.85M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.1K+ 20.0% |
$82.3K - $89.9K
|
12.6K
$609K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
575+ 11.51% |
$22.5K - $24.6K
|
5.57K
$269K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
500New |
$19.6K - $21.4K
|
500
$24.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
419New |
$16.4K - $17.9K
|
419
$20.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
256New |
$10K - $11K
|
256
$12.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
62+ 1.26% |
$2.43K - $2.65K
|
4.99K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
59New |
$2.31K - $2.53K
|
59
$2.85K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
56+ 1.14% |
$2.2K - $2.4K
|
4.97K
$240K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 1.15% |
$274 - $300
|
614
$29.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 1.16% |
$196 - $214
|
435
$21K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2New |
$78.4 - $85.6
|
2
$96.6
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
90KNew |
$3.57M - $4.15M
|
90K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
27.1KNew |
$1.07M - $1.25M
|
27.1K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
19.9K+ 11.56% |
$789K - $917K
|
192K
$9.28M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.8KNew |
$469K - $545K
|
11.8K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.69KNew |
$226K - $262K
|
5.69K
$275K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5KNew |
$198K - $231K
|
5K
$242K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.95KNew |
$196K - $228K
|
4.95K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.75KNew |
$149K - $173K
|
3.75K
$181K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.85K+ 2.95% |
$73.3K - $85.2K
|
64.4K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
865New |
$34.3K - $39.9K
|
865
$41.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
404New |
$16K - $18.6K
|
404
$19.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
403+ 8.41% |
$16K - $18.6K
|
5.19K
$251K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
227New |
$9.01K - $10.5K
|
227
$11K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
158New |
$6.27K - $7.29K
|
158
$7.63K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3New |
$119 - $138
|
3
$145
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.87% |
$79.3 - $92.2
|
231
$11.2K
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
68.9KNew |
$2.69M - $3.14M
|
68.9K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
20KNew |
$781K - $914K
|
20K
$968K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.44KNew |
$368K - $431K
|
9.44K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
8.58KNew |
$335K - $391K
|
8.58K
$415K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
8.05KNew |
$314K - $367K
|
8.05K
$389K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
6.23KNew |
$243K - $284K
|
6.23K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.17KNew |
$202K - $236K
|
5.17K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
4.8KNew |
$187K - $219K
|
4.8K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.73KNew |
$185K - $216K
|
4.73K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.73KNew |
$184K - $216K
|
4.73K
$228K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
966New |
$37.7K - $44.1K
|
966
$46.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
807+ 2.08% |
$31.5K - $36.8K
|
39.6K
$1.91M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
625New |
$24.4K - $28.5K
|
625
$30.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
614New |
$24K - $28K
|
614
$29.7K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
400New |
$15.6K - $18.2K
|
400
$19.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$15.6K - $18.2K
|
400
$19.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
370New |
$14.4K - $16.9K
|
370
$17.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$11.7K - $13.7K
|
300
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
259New |
$10.1K - $11.8K
|
259
$12.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
175+ 14.58% |
$6.83K - $7.98K
|
1.38K
$66.4K
|
|