Purchases and Sales Made in Q1 2023 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 2023. 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 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-63.7K- 25.02% |
$2.53M - $2.93M
|
191K
$9.24M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-81.1K- 85.92% |
$3.22M - $3.74M
|
13.3K
$644K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.4K- 1.9% |
$3.35M - $3.89M
|
4.37M
$212M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87.6K- 61.5% |
$3.48M - $4.04M
|
54.9K
$2.66M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-102K- 44.47% |
$4.03M - $4.68M
|
127K
$6.14M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-105K- 90.9% |
$4.16M - $4.84M
|
10.5K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-112K- 7.32% |
$4.43M - $5.15M
|
1.41M
$68.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-123K- 79.19% |
$4.86M - $5.65M
|
32.2K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-129K- 44.06% |
$5.11M - $5.94M
|
164K
$7.92M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-137K- 14.7% |
$5.43M - $6.31M
|
795K
$38.5M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-147K- 93.76% |
$5.83M - $6.78M
|
9.78K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-153K- 9.33% |
$6.08M - $7.06M
|
1.49M
$72.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-160K- 29.29% |
$6.35M - $7.38M
|
386K
$18.7M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-214K- 29.93% |
$8.49M - $9.87M
|
501K
$24.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-277K- 34.76% |
$11M - $12.8M
|
520K
$25.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-298K- 84.21% |
$11.8M - $13.7M
|
55.9K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-364K- 29.63% |
$14.5M - $16.8M
|
865K
$41.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-385K- 16.56% |
$15.3M - $17.8M
|
1.94M
$94M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-461K- 72.24% |
$18.3M - $21.3M
|
177K
$8.58M
|