Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-7.41K- 60.42% |
$291K - $317K
|
4.86K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.88K- 8.59% |
$230K - $252K
|
62.6K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.96K- 41.09% |
$155K - $169K
|
5.67K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-3.03K- 13.58% |
$119K - $130K
|
19.3K
$935K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.89K- 29.1% |
$113K - $124K
|
7.04K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-500- 16.76% |
$19.6K - $21.4K
|
2.48K
$120K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-450- 0.97% |
$17.6K - $19.3K
|
45.9K
$2.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-412- 1.77% |
$16.2K - $17.6K
|
22.9K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-362- 39.69% |
$14.2K - $15.5K
|
550
$26.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-360- 36.44% |
$14.1K - $15.4K
|
628
$30.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-325- 3.62% |
$12.7K - $13.9K
|
8.65K
$419K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 9.09% |
$392 - $428
|
100
$4.85K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-57.8K- 99.83% |
$2.29M - $2.67M
|
100
$4.85K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-53.1K- 72.83% |
$2.11M - $2.45M
|
19.8K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-15.3K- 10.31% |
$609K - $707K
|
133K
$6.46M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-13.4K- 9.92% |
$533K - $619K
|
122K
$5.91M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-7.76K- 90.44% |
$308K - $358K
|
820
$39.7K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.12K- 31.46% |
$243K - $282K
|
13.3K
$645K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.66K- 6.86% |
$65.7K - $76.4K
|
22.5K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1K- 11.94% |
$39.7K - $46.1K
|
7.38K
$357K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-941- 3.89% |
$37.3K - $43.4K
|
23.3K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-521- 9.11% |
$20.7K - $24K
|
5.2K
$252K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-467- 2.88% |
$18.5K - $21.5K
|
15.7K
$762K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-387- 1.61% |
$15.4K - $17.8K
|
23.6K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-273- 3.24% |
$10.8K - $12.6K
|
8.16K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-105- 2.04% |
$4.17K - $4.84K
|
5.03K
$244K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-60- 1.08% |
$2.38K - $2.77K
|
5.49K
$266K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-37- 0.28% |
$1.47K - $1.71K
|
13K
$629K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-29- 0.39% |
$1.15K - $1.34K
|
7.49K
$363K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553K- 97.72% |
$21.6M - $25.2M
|
12.9K
$625K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-86K- 94.19% |
$3.35M - $3.92M
|
5.3K
$257K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-16.2K- 38.14% |
$633K - $741K
|
26.3K
$1.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-2.35K- 31.04% |
$91.5K - $107K
|
5.21K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.22K- 20.38% |
$86.6K - $101K
|
8.67K
$420K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-841- 84.86% |
$32.8K - $38.4K
|
150
$7.27K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-96- 1.61% |
$3.74K - $4.38K
|
5.86K
$284K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-94- 49.47% |
$3.67K - $4.29K
|
96
$4.65K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1Closed |
$39 - $45.6
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-49.5K- 88.99% |
$1.93M - $2.33M
|
6.12K
$296K
|
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.17K- 1.45% |
$163K - $197K
|
284K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.11K- 61.75% |
$43.3K - $52.1K
|
685
$33.2K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-249Closed |
$9.74K - $11.7K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-55- 8.79% |
$2.15K - $2.59K
|
571
$27.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20- 2.11% |
$782 - $943
|
930
$45.1K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.5K- 73.89% |
$612K - $713K
|
5.12K
$248K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 28.5% |
$460K - $536K
|
27.3K
$1.32M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$447K - $521K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.69KClosed |
$409K - $477K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.82KClosed |
$330K - $385K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-7.3KClosed |
$309K - $360K
|
0
$0
|
|