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 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
280New |
$13.2K - $14.2K
|
280
$13.3K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
276+ 1.72% |
$13K - $14K
|
16.3K
$773K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
236+ 1.5% |
$11.1K - $12K
|
15.9K
$756K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
107+ 0.83% |
$5.04K - $5.42K
|
13K
$615K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
103+ 0.39% |
$4.85K - $5.22K
|
26.6K
$1.26M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
97+ 0.97% |
$4.57K - $4.91K
|
10.1K
$478K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
93+ 1.29% |
$4.38K - $4.71K
|
7.29K
$346K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 0.64% |
$2.97K - $3.19K
|
9.95K
$472K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
58+ 0.85% |
$2.73K - $2.94K
|
6.92K
$328K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47+ 0.83% |
$2.21K - $2.38K
|
5.69K
$270K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
35New |
$1.65K - $1.77K
|
35
$1.66K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
26+ 0.17% |
$1.22K - $1.32K
|
15.3K
$727K
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
21+ 0.28% |
$989 - $1.06K
|
7.4K
$351K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
19+ 0.11% |
$895 - $963
|
17.5K
$828K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18+ 0.11% |
$847 - $912
|
15.7K
$744K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
13+ 0.09% |
$612 - $659
|
15.1K
$717K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 0.83% |
$471 - $507
|
1.22K
$57.7K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.08% |
$471 - $507
|
12.6K
$598K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.45% |
$330 - $355
|
1.58K
$75K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.15% |
$282 - $304
|
4.11K
$195K
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5+ 0.12% |
$235 - $253
|
4.23K
$201K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.95% |
$188 - $203
|
423
$20.1K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.09% |
$141 - $152
|
3.17K
$150K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$141 - $152
|
3
$142
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.41% |
$141 - $152
|
743
$35.3K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.29% |
$94.2 - $101
|
690
$32.7K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.68% |
$94.2 - $101
|
297
$14.1K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.42% |
$47.1 - $50.7
|
237
$11.2K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.08% |
$94.2 - $101
|
2.4K
$114K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.48% |
$989 - $1.06K
|
4.34K
$206K
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-33- 0.66% |
$1.55K - $1.67K
|
4.95K
$235K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.72% |
$1.88K - $2.03K
|
5.52K
$262K
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-67- 0.72% |
$3.15K - $3.39K
|
9.26K
$439K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-72- 3.24% |
$3.39K - $3.65K
|
2.15K
$102K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-92- 2.17% |
$4.33K - $4.66K
|
4.15K
$197K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-163- 7.19% |
$7.67K - $8.26K
|
2.11K
$99.9K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-168- 5.42% |
$7.91K - $8.51K
|
2.93K
$139K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-227- 1.1% |
$10.7K - $11.5K
|
20.4K
$970K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-305- 2.1% |
$14.4K - $15.5K
|
14.2K
$674K
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-499- 90.4% |
$23.5K - $25.3K
|
53
$2.51K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-500- 4.46% |
$23.5K - $25.3K
|
10.7K
$508K
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-620- 0.89% |
$29.2K - $31.4K
|
69.3K
$3.29M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-640- 98.01% |
$30.1K - $32.4K
|
13
$617
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-663- 8.19% |
$31.2K - $33.6K
|
7.44K
$353K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.05K- 6.79% |
$49.2K - $53K
|
14.4K
$682K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 8.17% |
$51.4K - $55.3K
|
12.3K
$582K
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.13K- 4.33% |
$53.3K - $57.4K
|
25K
$1.19M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.99K- 2.63% |
$93.6K - $101K
|
73.8K
$3.5M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.48K- 20.38% |
$117K - $126K
|
9.71K
$461K
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-5.32K- 7.63% |
$251K - $270K
|
64.4K
$3.06M
|