Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHD) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 HIGH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.22K+ 394.94% |
$404K - $439K
|
11.6K
$563K
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
8.64KNew |
$379K - $411K
|
8.64K
$421K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.51K+ 117.89% |
$373K - $405K
|
15.7K
$766K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.39K+ 34.64% |
$368K - $399K
|
32.6K
$1.59M
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
8.2KNew |
$360K - $390K
|
8.2K
$400K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.94KNew |
$348K - $378K
|
7.94K
$387K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
7.83K+ 540.4% |
$343K - $372K
|
9.27K
$452K
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
7.3KNew |
$320K - $348K
|
7.3K
$356K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7.11K+ 290.12% |
$312K - $338K
|
9.56K
$466K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.09K+ 21.28% |
$311K - $337K
|
40.4K
$1.97M
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
7KNew |
$307K - $333K
|
7K
$341K
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
6.73KNew |
$295K - $320K
|
6.73K
$328K
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.55KNew |
$287K - $312K
|
6.55K
$319K
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
BUY
|
- |
6.51KNew |
$286K - $310K
|
6.51K
$317K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.16K+ 6.14% |
$270K - $293K
|
106K
$5.19M
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.92K+ 4.54% |
$260K - $282K
|
136K
$6.64M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.86K+ 3.64% |
$257K - $279K
|
167K
$8.13M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.86KNew |
$257K - $279K
|
5.86K
$285K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.78K+ 58.32% |
$253K - $275K
|
15.7K
$764K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
5.55K+ 42.6% |
$243K - $264K
|
18.6K
$905K
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.19K+ 115.61% |
$228K - $247K
|
9.69K
$472K
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
5.14KNew |
$225K - $245K
|
5.14K
$250K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.02KNew |
$220K - $239K
|
5.02K
$245K
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
5KNew |
$219K - $238K
|
5K
$244K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.91KNew |
$215K - $234K
|
4.91K
$239K
|
|
May 06, 2022
Q1 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.65KNew |
$204K - $221K
|
4.65K
$227K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.61K+ 8.34% |
$202K - $219K
|
59.8K
$2.92M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.52KNew |
$198K - $215K
|
4.52K
$220K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.38KNew |
$192K - $209K
|
4.38K
$214K
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
4.37KNew |
$192K - $208K
|
4.37K
$213K
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.3K+ 3256.06% |
$189K - $205K
|
4.43K
$216K
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.28KNew |
$188K - $203K
|
4.28K
$208K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.28KNew |
$188K - $203K
|
4.28K
$208K
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.25KNew |
$186K - $202K
|
4.25K
$207K
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4K+ 35.88% |
$176K - $191K
|
15.2K
$739K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.77K+ 2.6% |
$165K - $179K
|
148K
$7.23M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.71K+ 71.38% |
$163K - $177K
|
8.91K
$434K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.71K+ 2.24% |
$163K - $177K
|
169K
$8.25M
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.37K+ 34.98% |
$148K - $160K
|
13K
$634K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.36K+ 0.75% |
$148K - $160K
|
453K
$22.1M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3K+ 5.28% |
$131K - $143K
|
59.8K
$2.91M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.82K+ 56.4% |
$124K - $134K
|
7.82K
$381K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.8K+ 91.4% |
$123K - $133K
|
5.85K
$285K
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.67K+ 500.94% |
$117K - $127K
|
3.2K
$156K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.54K+ 14.34% |
$111K - $121K
|
20.2K
$985K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.48K+ 18.64% |
$109K - $118K
|
15.8K
$770K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.46K+ 27.8% |
$108K - $117K
|
11.3K
$552K
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 12.39% |
$107K - $116K
|
22.1K
$1.08M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.44K+ 46.56% |
$107K - $116K
|
7.67K
$374K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.32KNew |
$102K - $110K
|
2.32K
$113K
|