Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.14K+ 51.8% |
$83.6K - $97.8K
|
6.28K
$306K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.9K+ 9.84% |
$74.3K - $86.9K
|
21.2K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.9K+ 20.0% |
$74.1K - $86.7K
|
11.4K
$555K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.9K+ 2.79% |
$74.1K - $86.6K
|
69.9K
$3.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.71K+ 11.01% |
$66.7K - $78K
|
17.2K
$839K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 3.5% |
$65K - $76K
|
49.2K
$2.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.6K+ 15.22% |
$62.4K - $73K
|
12.1K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.59K+ 5.52% |
$62.1K - $72.6K
|
30.4K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.52K+ 15.13% |
$59.3K - $69.3K
|
11.6K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.47K+ 20.3% |
$57.3K - $67K
|
8.71K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.46K+ 17.97% |
$57K - $66.7K
|
9.59K
$467K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.42K+ 45.88% |
$55.2K - $64.6K
|
4.5K
$219K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.39K+ 8.53% |
$54K - $63.2K
|
17.6K
$858K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
1.27K+ 5.25% |
$49.5K - $57.8K
|
25.4K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
1.18K+ 214.0% |
$45.9K - $53.7K
|
1.73K
$84K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.12K+ 11.55% |
$43.7K - $51.1K
|
10.8K
$526K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$42.5K - $49.7K
|
1.09K
$53K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
966New |
$37.7K - $44.1K
|
966
$47K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
876New |
$34.2K - $40K
|
876
$42.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
807+ 2.08% |
$31.5K - $36.8K
|
39.6K
$1.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
800+ 2.63% |
$31.2K - $36.5K
|
31.2K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
764+ 3.99% |
$29.8K - $34.9K
|
19.9K
$968K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
751+ 9.83% |
$29.3K - $34.3K
|
8.39K
$408K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
733+ 4.89% |
$28.6K - $33.4K
|
15.7K
$765K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
717+ 2.01% |
$28K - $32.7K
|
36.5K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
704New |
$27.5K - $32.1K
|
704
$34.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
700+ 11.25% |
$27.3K - $31.9K
|
6.92K
$337K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
673+ 5.5% |
$26.3K - $30.7K
|
12.9K
$628K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
647+ 1.3% |
$25.2K - $29.5K
|
50.2K
$2.44M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
642+ 0.93% |
$25K - $29.3K
|
69.7K
$3.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
625New |
$24.4K - $28.5K
|
625
$30.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
618+ 0.22% |
$24.1K - $28.2K
|
287K
$14M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
614New |
$24K - $28K
|
614
$29.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
593+ 11.48% |
$23.1K - $27.1K
|
5.76K
$280K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
573New |
$22.4K - $26.1K
|
573
$27.9K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
573New |
$22.4K - $26.1K
|
573
$27.9K
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
562+ 2.87% |
$21.9K - $25.6K
|
20.2K
$981K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
553+ 2.34% |
$21.6K - $25.2K
|
24.2K
$1.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
533+ 0.86% |
$20.8K - $24.3K
|
62.6K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
532+ 1.21% |
$20.8K - $24.3K
|
44.4K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
518+ 3.11% |
$20.2K - $23.6K
|
17.2K
$836K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
509+ 0.73% |
$19.9K - $23.2K
|
69.9K
$3.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
500+ 10.74% |
$19.5K - $22.8K
|
5.16K
$251K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
497+ 15.86% |
$19.4K - $22.7K
|
3.63K
$177K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
471+ 0.41% |
$18.4K - $21.5K
|
114K
$5.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$15.6K - $18.2K
|
400
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
400New |
$15.6K - $18.2K
|
400
$19.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
386+ 13.81% |
$15.1K - $17.6K
|
3.18K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
370New |
$14.4K - $16.9K
|
370
$18K
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
343+ 2.71% |
$13.4K - $15.6K
|
13K
$634K
|