Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.32K+ 12765.38% |
$159K - $172K
|
3.35K
$163K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.12K+ 14.27% |
$149K - $162K
|
25K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.66K+ 4.71% |
$127K - $138K
|
59.2K
$2.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.61K+ 7.46% |
$125K - $135K
|
37.6K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.5KNew |
$119K - $129K
|
2.5K
$122K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.16K+ 12.73% |
$103K - $112K
|
19.1K
$932K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.14K+ 116.21% |
$102K - $111K
|
3.97K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.1KNew |
$100K - $109K
|
2.1K
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.7K+ 15.99% |
$81.2K - $88K
|
12.3K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.26KNew |
$60.1K - $65.1K
|
1.26K
$61.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.21K+ 10.38% |
$57.7K - $62.5K
|
12.9K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.18K+ 3.56% |
$56.4K - $61.1K
|
34.3K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
999+ 6.8% |
$47.7K - $51.7K
|
15.7K
$765K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
919+ 15.52% |
$43.9K - $47.6K
|
6.84K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
910+ 1.06% |
$43.5K - $47.1K
|
86.6K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
900New |
$43K - $46.6K
|
900
$43.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
853+ 10.36% |
$40.7K - $44.1K
|
9.08K
$443K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
711+ 5.1% |
$34K - $36.8K
|
14.6K
$713K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
701New |
$33.5K - $36.3K
|
701
$34.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
620+ 4.82% |
$29.6K - $32.1K
|
13.5K
$657K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
620+ 8.44% |
$29.6K - $32.1K
|
7.97K
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
591New |
$28.2K - $30.6K
|
591
$28.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 0.57% |
$23.9K - $25.9K
|
88.1K
$4.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
500New |
$23.9K - $25.9K
|
500
$24.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
446New |
$21.3K - $23.1K
|
446
$21.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
423+ 2.95% |
$20.2K - $21.9K
|
14.8K
$720K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
384New |
$18.3K - $19.9K
|
384
$18.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
337+ 0.19% |
$16.1K - $17.4K
|
174K
$8.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
308+ 2.51% |
$14.7K - $15.9K
|
12.6K
$614K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
306+ 12.8% |
$14.6K - $15.8K
|
2.7K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
285+ 4.02% |
$13.6K - $14.7K
|
7.38K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
268+ 1.55% |
$12.8K - $13.9K
|
17.5K
$854K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
257+ 1.19% |
$12.3K - $13.3K
|
21.8K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
244New |
$11.7K - $12.6K
|
244
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
240+ 1.68% |
$11.5K - $12.4K
|
14.5K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
217+ 217.0% |
$10.4K - $11.2K
|
317
$15.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
183+ 2.76% |
$8.74K - $9.47K
|
6.82K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
150+ 0.49% |
$7.17K - $7.76K
|
30.9K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 3.06% |
$7.17K - $7.76K
|
5.05K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
131+ 0.03% |
$6.26K - $6.78K
|
436K
$21.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
127+ 0.31% |
$6.07K - $6.57K
|
41.3K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
113+ 0.54% |
$5.4K - $5.85K
|
21.1K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
99+ 0.64% |
$4.73K - $5.12K
|
15.7K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
63+ 1.51% |
$3.01K - $3.26K
|
4.24K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59+ 0.82% |
$2.82K - $3.05K
|
7.25K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46+ 0.82% |
$2.2K - $2.38K
|
5.64K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
39New |
$1.86K - $2.02K
|
39
$1.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29+ 0.25% |
$1.39K - $1.5K
|
11.5K
$559K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 0.52% |
$1.24K - $1.35K
|
5.01K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 5.54% |
$1.05K - $1.14K
|
419
$20.4K
|