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 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
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
6.31KNew |
$297K - $320K
|
6.31K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.25K+ 58.61% |
$294K - $317K
|
16.9K
$804K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.22K+ 2.89% |
$293K - $315K
|
222K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.97KNew |
$281K - $302K
|
5.97K
$284K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.81KNew |
$273K - $294K
|
5.81K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.34K+ 6.06% |
$251K - $271K
|
93.4K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.13KNew |
$241K - $260K
|
5.13K
$244K
|
|
|
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
$486K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.68KNew |
$220K - $237K
|
4.68K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.5KNew |
$212K - $228K
|
4.5K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.45K+ 2.37% |
$209K - $225K
|
192K
$9.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.4K+ 19.81% |
$207K - $223K
|
26.6K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.23K+ 4.88% |
$199K - $214K
|
90.8K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.12K+ 15.64% |
$194K - $209K
|
30.5K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.07K+ 904.44% |
$192K - $206K
|
4.52K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.06K+ 41.89% |
$191K - $206K
|
13.7K
$654K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.04KNew |
$190K - $205K
|
4.04K
$192K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4KNew |
$188K - $203K
|
4K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.02K+ 18.3% |
$142K - $153K
|
19.5K
$928K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.94K+ 2.5% |
$138K - $149K
|
121K
$5.73M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.85K+ 31.15% |
$134K - $144K
|
12K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.56K+ 3.91% |
$121K - $130K
|
68.1K
$3.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 20.88% |
$106K - $114K
|
13.1K
$622K
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2KNew |
$94.2K - $101K
|
2K
$95.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.85K+ 20.39% |
$87.2K - $93.8K
|
10.9K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.85K+ 129.5% |
$87K - $93.6K
|
3.28K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.79K+ 9.13% |
$84.5K - $90.9K
|
21.4K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.73K+ 12.79% |
$81.4K - $87.7K
|
15.3K
$725K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.68K+ 62.31% |
$79.1K - $85.1K
|
4.38K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.49K+ 3.84% |
$70.3K - $75.7K
|
40.4K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.37KNew |
$64.4K - $69.3K
|
1.37K
$65K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.36K+ 12.56% |
$63.8K - $68.7K
|
12.1K
$578K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.05K+ 3.06% |
$49.5K - $53.3K
|
35.4K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 2.95% |
$47.5K - $51.1K
|
35.2K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
985+ 13.07% |
$46.4K - $49.9K
|
8.52K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
902+ 4.98% |
$42.5K - $45.7K
|
19K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$42.4K - $45.6K
|
900
$42.8K
|
|
|
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
$348K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
653New |
$30.7K - $33.1K
|
653
$31K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
619+ 0.93% |
$29.1K - $31.4K
|
67.5K
$3.21M
|
|
|
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
$572K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
561+ 7.83% |
$26.4K - $28.4K
|
7.72K
$367K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
550+ 2.35% |
$25.9K - $27.9K
|
24K
$1.14M
|