Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 High (SPHD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3New |
$117 - $137
|
3
$148
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2New |
$78 - $91.2
|
2
$98.6
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
2+ 0.03% |
$78 - $91.2
|
5.74K
$283K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 0.01% |
$39 - $45.6
|
16K
$788K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1New |
$39 - $45.6
|
1
$49.3
|
|
Q3 2022 | |||||||
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
186KNew |
$7.29M - $8.79M
|
186K
$9.19M
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
109KNew |
$4.26M - $5.14M
|
109K
$5.37M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
30.6KNew |
$1.2M - $1.44M
|
30.6K
$1.51M
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8.3KNew |
$325K - $391K
|
8.3K
$409K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.6KNew |
$258K - $311K
|
6.6K
$325K
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.08KNew |
$238K - $287K
|
6.08K
$300K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.66KNew |
$104K - $125K
|
2.66K
$131K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.71K+ 3.56% |
$66.9K - $80.6K
|
49.7K
$2.45M
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.5KNew |
$58.7K - $70.7K
|
1.5K
$74K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.13KNew |
$44.2K - $53.3K
|
1.13K
$55.7K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
670New |
$26.2K - $31.6K
|
670
$33K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
625New |
$24.4K - $29.5K
|
625
$30.8K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
403New |
$15.8K - $19K
|
403
$19.9K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
364New |
$14.2K - $17.2K
|
364
$17.9K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
221New |
$8.64K - $10.4K
|
221
$10.9K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
113New |
$4.42K - $5.33K
|
113
$5.57K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.67% |
$78.2 - $94.3
|
299
$14.7K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
394KNew |
$16.6M - $19.4M
|
394K
$19.4M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
372K+ 169.05% |
$15.7M - $18.3M
|
592K
$29.2M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
93KNew |
$3.93M - $4.58M
|
93K
$4.59M
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
75.9KNew |
$3.21M - $3.74M
|
75.9K
$3.74M
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
46.9KNew |
$1.98M - $2.31M
|
46.9K
$2.31M
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
13.1KNew |
$553K - $645K
|
13.1K
$646K
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.9KNew |
$460K - $536K
|
10.9K
$537K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.51KNew |
$402K - $468K
|
9.51K
$469K
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
760+ 10.37% |
$32.1K - $37.4K
|
8.09K
$399K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
646New |
$27.3K - $31.8K
|
646
$31.9K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
618New |
$26.1K - $30.4K
|
618
$30.5K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$16.9K - $19.7K
|
400
$19.7K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
292New |
$12.3K - $14.4K
|
292
$14.4K
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
250+ 4.86% |
$10.6K - $12.3K
|
5.39K
$266K
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
114New |
$4.82K - $5.61K
|
114
$5.62K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100New |
$4.23K - $4.92K
|
100
$4.93K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
67New |
$2.83K - $3.3K
|
67
$3.3K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23New |
$972 - $1.13K
|
23
$1.13K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3New |
$127 - $148
|
3
$148
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
146KNew |
$6.07M - $6.61M
|
146K
$7.2M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.1KNew |
$87.3K - $95.1K
|
2.1K
$104K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.68KNew |
$69.7K - $76K
|
1.68K
$82.7K
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
638+ 9.22% |
$26.5K - $28.9K
|
7.56K
$373K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
181New |
$7.52K - $8.2K
|
181
$8.93K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
58.5KNew |
$2.47M - $2.61M
|
58.5K
$2.88M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
501New |
$21.2K - $22.4K
|
501
$24.7K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
499+ 2268.18% |
$21.1K - $22.3K
|
521
$25.7K
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
300+ 60.0% |
$12.7K - $13.4K
|
800
$39.4K
|