Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii S&P 500 High (SPHB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-270- 4.61% |
$21.1K - $25.7K
|
5.59K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-300- 1.46% |
$23.5K - $28.6K
|
20.2K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-356- 57.51% |
$27.9K - $33.9K
|
263
$23.1K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-612- 11.36% |
$47.9K - $58.3K
|
4.78K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-628- 81.56% |
$49.1K - $59.8K
|
142
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-637- 14.91% |
$49.9K - $60.6K
|
3.64K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-642- 86.87% |
$50.2K - $61.1K
|
97
$8.53K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-654- 7.62% |
$51.2K - $62.3K
|
7.93K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-667- 7.57% |
$52.2K - $63.5K
|
8.14K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-900- 6.23% |
$70.4K - $85.7K
|
13.6K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.04K- 18.38% |
$81.1K - $98.6K
|
4.6K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-1.08K- 10.46% |
$84.3K - $103K
|
9.22K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.19K- 7.18% |
$92.9K - $113K
|
15.3K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.46K- 20.82% |
$114K - $139K
|
5.56K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.54K- 6.01% |
$120K - $146K
|
24K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 7.44% |
$206K - $251K
|
32.8K
$2.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.94K- 50.86% |
$230K - $280K
|
2.84K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3K- 35.29% |
$235K - $286K
|
5.5K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.32K- 27.18% |
$260K - $316K
|
8.89K
$782K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.73K- 26.38% |
$370K - $450K
|
13.2K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.39K- 13.21% |
$421K - $513K
|
35.4K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.52K- 10.87% |
$510K - $621K
|
53.5K
$4.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.57K- 18.91% |
$670K - $816K
|
36.7K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.1K- 98.75% |
$712K - $866K
|
115
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.2K- 31.14% |
$801K - $974K
|
22.6K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-32.6K- 16.93% |
$2.55M - $3.11M
|
160K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.9K- 27.58% |
$2.58M - $3.14M
|
86.5K
$7.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46K- 82.33% |
$3.6M - $4.38M
|
9.86K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-63.3K- 64.53% |
$4.95M - $6.03M
|
34.8K
$3.06M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-67.4K- 88.48% |
$5.27M - $6.41M
|
8.77K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-73.1K- 92.79% |
$5.72M - $6.96M
|
5.68K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111K- 39.69% |
$8.71M - $10.6M
|
169K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-254K- 69.71% |
$19.9M - $24.2M
|
110K
$9.71M
|