Purchases and Sales Made in Q1 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
100KNew |
$4.71M - $5.07M
|
100K
$4.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
39.9KNew |
$1.88M - $2.02M
|
39.9K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.9KNew |
$1.88M - $2.02M
|
39.9K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
25.4K+ 179.52% |
$1.2M - $1.29M
|
39.5K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
20.9K+ 12.03% |
$985K - $1.06M
|
195K
$9.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
20.8K+ 46.69% |
$979K - $1.05M
|
65.3K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 10.26% |
$938K - $1.01M
|
214K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 391.0% |
$890K - $958K
|
23.7K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.5K+ 93.27% |
$778K - $837K
|
34.2K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16K+ 5.56% |
$755K - $812K
|
304K
$14.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.4K+ 91.01% |
$727K - $782K
|
32.4K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15KNew |
$705K - $759K
|
15K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.4KNew |
$678K - $730K
|
14.4K
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
14KNew |
$659K - $709K
|
14K
$664K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.8KNew |
$554K - $596K
|
11.8K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.6K+ 7.9% |
$545K - $587K
|
158K
$7.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.46K+ 4.65% |
$351K - $378K
|
168K
$7.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.73K+ 84087.5% |
$317K - $341K
|
6.74K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.62K+ 10.0% |
$312K - $335K
|
72.8K
$3.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.25K+ 58.61% |
$294K - $317K
|
16.9K
$803K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.22K+ 2.89% |
$293K - $315K
|
222K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.87KNew |
$229K - $247K
|
4.87K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 86.97% |
$224K - $241K
|
10.2K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.4K+ 19.81% |
$207K - $223K
|
26.6K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.23K+ 4.88% |
$199K - $214K
|
90.8K
$4.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.12K+ 15.64% |
$194K - $209K
|
30.5K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4KNew |
$188K - $203K
|
4K
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 20.88% |
$106K - $114K
|
13.1K
$621K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.19K+ 5.81% |
$103K - $111K
|
39.8K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.17KNew |
$102K - $110K
|
2.17K
$103K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.85K+ 20.39% |
$87.2K - $93.8K
|
10.9K
$519K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.85K+ 129.5% |
$87K - $93.6K
|
3.28K
$155K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.79K+ 9.13% |
$84.5K - $90.9K
|
21.4K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.36K+ 12.56% |
$63.8K - $68.7K
|
12.1K
$576K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.05K+ 3.06% |
$49.5K - $53.3K
|
35.4K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
902+ 4.98% |
$42.5K - $45.7K
|
19K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
825+ 3.13% |
$38.8K - $41.8K
|
27.2K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
805+ 12.36% |
$37.9K - $40.8K
|
7.32K
$347K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
653New |
$30.7K - $33.1K
|
653
$31K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
600+ 1.36% |
$28.2K - $30.4K
|
44.6K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
574+ 5.01% |
$27K - $29.1K
|
12K
$571K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
550+ 2.35% |
$25.9K - $27.9K
|
24K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
500+ 7.31% |
$23.5K - $25.3K
|
7.34K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
500+ 2.09% |
$23.5K - $25.3K
|
24.4K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
415+ 4.01% |
$19.5K - $21K
|
10.8K
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
386+ 74.23% |
$18.2K - $19.6K
|
906
$43K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
347+ 7.86% |
$16.3K - $17.6K
|
4.76K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
330+ 4.14% |
$15.5K - $16.7K
|
8.3K
$394K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
315+ 4.03% |
$14.8K - $16K
|
8.14K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
297+ 1.6% |
$14K - $15K
|
18.8K
$893K
|