Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.75K+ 872.5% |
$73.4K - $79.3K
|
1.95K
$94.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.32K+ 4.37% |
$55.4K - $59.8K
|
31.4K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.27K+ 5.72% |
$53.5K - $57.8K
|
23.5K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.17KNew |
$49.3K - $53.2K
|
1.17K
$57K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.14K+ 0.21% |
$47.9K - $51.7K
|
535K
$26.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.12K+ 10.87% |
$47K - $50.7K
|
11.4K
$555K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.05K+ 14.02% |
$44.2K - $47.7K
|
8.54K
$415K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
949+ 6.15% |
$39.9K - $43.1K
|
16.4K
$797K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
900+ 33.71% |
$37.9K - $40.9K
|
3.57K
$174K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
881+ 13.27% |
$37.1K - $40K
|
7.52K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
847+ 31.46% |
$35.6K - $38.5K
|
3.54K
$172K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
845+ 5.32% |
$35.6K - $38.4K
|
16.7K
$815K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
800+ 1.02% |
$33.7K - $36.3K
|
79K
$3.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
578+ 10.77% |
$24.3K - $26.3K
|
5.94K
$289K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
553+ 11.36% |
$23.3K - $25.1K
|
5.42K
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
533+ 3.12% |
$22.4K - $24.2K
|
17.6K
$857K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
527+ 4.59% |
$22.2K - $23.9K
|
12K
$584K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
495+ 2.38% |
$20.8K - $22.5K
|
21.3K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
480+ 3.79% |
$20.2K - $21.8K
|
13.2K
$640K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
466+ 235.35% |
$19.6K - $21.2K
|
664
$32.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
458+ 9.68% |
$19.3K - $20.8K
|
5.19K
$252K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
450+ 2.37% |
$18.9K - $20.4K
|
19.4K
$946K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
444+ 4.98% |
$18.7K - $20.2K
|
9.36K
$455K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
394New |
$16.6K - $17.9K
|
394
$19.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
391+ 5.55% |
$16.5K - $17.8K
|
7.44K
$362K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
377+ 160.43% |
$15.9K - $17.1K
|
612
$29.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
358New |
$15.1K - $16.3K
|
358
$17.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
343+ 3.3% |
$14.4K - $15.6K
|
10.7K
$523K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
338+ 1.37% |
$14.2K - $15.4K
|
25K
$1.22M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
326+ 1.57% |
$13.7K - $14.8K
|
21K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
290New |
$12.2K - $13.2K
|
290
$14.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
225+ 2.61% |
$9.47K - $10.2K
|
8.86K
$431K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
223+ 0.14% |
$9.38K - $10.1K
|
163K
$7.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
206+ 0.98% |
$8.67K - $9.36K
|
21.2K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
161+ 1.09% |
$6.77K - $7.31K
|
15K
$730K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
160+ 3.15% |
$6.73K - $7.27K
|
5.24K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
146+ 1.27% |
$6.14K - $6.63K
|
11.6K
$565K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
121+ 0.72% |
$5.09K - $5.5K
|
16.9K
$825K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
116+ 5.16% |
$4.88K - $5.27K
|
2.37K
$115K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 0.44% |
$4.21K - $4.54K
|
22.6K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
76New |
$3.2K - $3.45K
|
76
$3.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
65+ 0.92% |
$2.74K - $2.95K
|
7.13K
$347K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
51+ 0.93% |
$2.15K - $2.32K
|
5.55K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
47+ 0.34% |
$1.98K - $2.14K
|
13.9K
$675K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
31+ 0.53% |
$1.3K - $1.41K
|
5.83K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
23+ 0.04% |
$968 - $1.04K
|
60.7K
$2.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
23+ 0.35% |
$968 - $1.04K
|
6.69K
$325K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
21+ 0.11% |
$884 - $954
|
19.1K
$932K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
15+ 0.13% |
$631 - $681
|
11.7K
$568K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 0.89% |
$547 - $591
|
1.47K
$71.5K
|