Purchases and Sales Made in Q4 2023 in Invesco ETF Tr Ii S&P 500 High (SPHD)

SPHD Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHD) during Q4 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
Feb 06, 2024 Q4 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
295
+ 245.83%
$11K - $12.6K
415 $20K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
268
New
$10K - $11.4K
268 $12.9K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
261
+ 1.23%
$9.74K - $11.1K
21.6K $1.04M
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
242
+ 1423.53%
$9.03K - $10.3K
259 $12.5K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
235
New
$8.77K - $10K
235 $11.3K
Feb 06, 2024 Q4 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
232
New
$8.66K - $9.9K
232 $11.2K
Jan 08, 2024 Q4 2023
Baldwin Brothers LLC

BUY
 -
219
New
$8.17K - $9.34K
219 $10.5K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
200
New
$7.46K - $8.53K
200 $9.63K
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
198
+ 1.78%
$7.39K - $8.45K
11.3K $546K
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
177
+ 1.45%
$6.61K - $7.55K
12.4K $596K
Oct 01, 2025 Q4 2023
Caldwell Trust CO

Venice, FL
BUY
 -
147
+ 3.23%
$5.49K - $6.27K
4.7K $226K
Jan 10, 2024 Q4 2023
Patten Group, Inc.

BUY
 -
113
+ 0.6%
$4.22K - $4.82K
18.8K $907K
Jan 23, 2024 Q4 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
100
New
$3.73K - $4.27K
100 $4.82K
Jan 30, 2024 Q4 2023
Wealth Alliance

Mellville, NY
BUY
 -
88
+ 1.27%
$3.28K - $3.75K
6.99K $337K
Jan 10, 2024 Q4 2023
City Holding CO

BUY
 -
71
+ 35.68%
$2.65K - $3.03K
270 $13K
Feb 12, 2024 Q4 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
44
+ 0.64%
$1.64K - $1.88K
6.87K $331K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
38
+ 0.49%
$1.42K - $1.62K
7.83K $377K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
34
New
$1.27K - $1.45K
34 $1.64K
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
27
+ 0.17%
$1.01K - $1.15K
16.4K $788K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
25
New
$933 - $1.07K
25 $1.2K
Jan 16, 2024 Q4 2023
Hb Wealth Management, LLC

BUY
 -
20
+ 0.17%
$746 - $853
11.6K $561K
Feb 06, 2024 Q4 2023
Bogart Wealth, LLC

BUY
 -
18
+ 1.26%
$672 - $768
1.44K $69.5K
Jan 24, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
13
+ 0.02%
$485 - $555
63.5K $3.06M
Feb 09, 2024 Q4 2023
L.M. Kohn & Company

BUY
 -
7
+ 0.04%
$261 - $299
19.7K $947K
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
6
+ 0.07%
$224 - $256
8.79K $423K
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
6
+ 0.84%
$224 - $256
724 $34.9K
Feb 02, 2024 Q4 2023
Herold Advisors, Inc.

BUY
 -
5
+ 0.08%
$187 - $213
6.17K $297K
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 -
5
+ 0.03%
$187 - $213
19.8K $955K
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

BUY
 -
4
+ 1.42%
$149 - $171
285 $13.7K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
4
New
$149 - $171
4 $193
Feb 06, 2024 Q4 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
3
+ 0.19%
$112 - $128
1.55K $74.8K
Feb 09, 2024 Q4 2023
Glassman Wealth Services

BUY
 -
2
+ 1.69%
$74.6 - $85.3
120 $5.78K
Jan 19, 2024 Q4 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
2
+ 0.01%
$74.6 - $85.3
25.7K $1.24M
Nov 04, 2024 Q4 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
2
+ 1.96%
$74.6 - $85.3
104 $5.01K
Feb 14, 2024 Q4 2023
First Foundation Advisors

Irvine, CA
BUY
 -
1
+ 0.02%
$37.3 - $42.7
5.8K $279K
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1
+ 20.0%
$37.3 - $42.7
6 $289
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 0.68%
$37.3 - $42.7
148 $7.13K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1
+ 0.01%
$37.3 - $42.7
10.3K $495K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
1
+ 0.17%
$37.3 - $42.7
606 $29.2K
Jan 11, 2024 Q4 2023
Shulman De Meo Asset Management LLC

SELL
 -
-5
- 0.04%
$187 - $213
12.4K $598K
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-20
- 0.09%
$746 - $853
22.4K $1.08M
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-28
- 0.38%
$1.04K - $1.19K
7.32K $353K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-30
- 24.39%
$1.12K - $1.28K
93 $4.48K
Jan 24, 2024 Q4 2023
Provident Wealth Management, LLC

SELL
 -
-33
- 1.2%
$1.23K - $1.41K
2.72K $131K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

SELL
 -
-70
- 1.06%
$2.61K - $2.99K
6.51K $313K
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-148
- 2.06%
$5.52K - $6.32K
7.03K $338K
Jan 08, 2024 Q4 2023
Rvw Wealth, LLC

SELL
 -
-161
- 0.63%
$6.01K - $6.87K
25.3K $1.22M
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

SELL
 -
-171
- 10.07%
$6.38K - $7.3K
1.53K $73.6K
Jan 12, 2024 Q4 2023
Rda Financial Network

SELL
 -
-192
- 0.65%
$7.17K - $8.19K
29.2K $1.41M

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