Purchases and Sales Made in Q4 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 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 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-71.1K- 30.27% |
$2.65M - $3.03M
|
164K
$7.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.2K- 9.47% |
$2.66M - $3.04M
|
681K
$32.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-81.5K- 59.73% |
$3.04M - $3.48M
|
55K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85K- 28.76% |
$3.17M - $3.63M
|
211K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-89.1K- 20.02% |
$3.32M - $3.8M
|
356K
$17.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-113K- 40.34% |
$4.22M - $4.82M
|
167K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-197K- 12.34% |
$7.36M - $8.42M
|
1.4M
$67.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-230K- 84.69% |
$8.59M - $9.82M
|
41.6K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-325K- 9.52% |
$12.1M - $13.9M
|
3.09M
$149M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.42M- 97.64% |
$53M - $60.6M
|
34.3K
$1.65M
|