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 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
1.77K+ 24.76% |
$77.6K - $84.2K
|
8.92K
$431K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.69KNew |
$74.3K - $80.6K
|
1.69K
$81.9K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.53K+ 5.95% |
$67.1K - $72.8K
|
27.2K
$1.32M
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.38K+ 11.09% |
$60.5K - $65.6K
|
13.8K
$668K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.27K+ 6.55% |
$55.6K - $60.4K
|
20.6K
$997K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.25K+ 23.72% |
$54.7K - $59.4K
|
6.5K
$314K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.19K+ 7.24% |
$52.2K - $56.6K
|
17.6K
$852K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.15K+ 3.23% |
$50.3K - $54.5K
|
36.7K
$1.77M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 10.21% |
$46.3K - $50.2K
|
11.4K
$551K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
979+ 2.77% |
$42.9K - $46.6K
|
36.3K
$1.76M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
930+ 18.27% |
$40.8K - $44.3K
|
6.02K
$291K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
870+ 17.57% |
$38.2K - $41.4K
|
5.82K
$281K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
848+ 17.68% |
$37.2K - $40.4K
|
5.64K
$273K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
815New |
$35.8K - $38.8K
|
815
$39.4K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
813+ 5.83% |
$35.7K - $38.7K
|
14.8K
$714K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
721+ 0.36% |
$31.6K - $34.3K
|
200K
$9.69M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
696+ 7.92% |
$30.5K - $33.1K
|
9.49K
$459K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
690+ 1.17% |
$30.3K - $32.8K
|
59.5K
$2.87M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
654+ 8.24% |
$28.7K - $31.1K
|
8.59K
$415K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
535+ 6.94% |
$23.5K - $25.5K
|
8.25K
$399K
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
469+ 3.79% |
$20.6K - $22.3K
|
12.9K
$621K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
430+ 1.88% |
$18.9K - $20.5K
|
23.3K
$1.13M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
411+ 0.98% |
$18K - $19.6K
|
42.3K
$2.05M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
400New |
$17.5K - $19K
|
400
$19.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
400+ 5.77% |
$17.5K - $19K
|
7.33K
$354K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
399+ 5.93% |
$17.5K - $19K
|
7.13K
$345K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
389+ 6.02% |
$17.1K - $18.5K
|
6.85K
$331K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
388+ 6.7% |
$17K - $18.5K
|
6.18K
$299K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 5.13% |
$13.2K - $14.3K
|
6.15K
$297K
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
270+ 3.75% |
$11.8K - $12.9K
|
7.46K
$361K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
256+ 7.13% |
$11.2K - $12.2K
|
3.84K
$186K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
230New |
$10.1K - $10.9K
|
230
$11.1K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
225New |
$9.87K - $10.7K
|
225
$10.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
218+ 0.51% |
$9.56K - $10.4K
|
42.8K
$2.07M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
215+ 1.87% |
$9.43K - $10.2K
|
11.7K
$567K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
200New |
$8.77K - $9.52K
|
200
$9.67K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
156+ 12.3% |
$6.84K - $7.43K
|
1.42K
$68.9K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
150+ 2.07% |
$6.58K - $7.14K
|
7.41K
$358K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
126+ 2.47% |
$5.53K - $6K
|
5.23K
$253K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
111New |
$4.87K - $5.28K
|
111
$5.37K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
96New |
$4.21K - $4.57K
|
96
$4.64K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 12.35% |
$2.76K - $3K
|
573
$27.7K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
61+ 0.95% |
$2.68K - $2.9K
|
6.49K
$314K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
43+ 0.11% |
$1.89K - $2.05K
|
38.5K
$1.86M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
26+ 0.09% |
$1.14K - $1.24K
|
28.3K
$1.37M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
21+ 0.36% |
$921 - $1K
|
5.78K
$279K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
16+ 0.97% |
$702 - $762
|
1.67K
$80.5K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15+ 1.45% |
$658 - $714
|
1.05K
$50.7K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
10+ 0.2% |
$439 - $476
|
5.02K
$243K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9New |
$395 - $428
|
9
$435
|