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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-764- 3.5% |
$36K - $38.7K
|
21K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-833- 6.18% |
$39.2K - $42.2K
|
12.6K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-885- 8.61% |
$41.7K - $44.8K
|
9.39K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-974- 0.62% |
$45.9K - $49.4K
|
156K
$7.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.05K- 6.79% |
$49.2K - $53K
|
14.4K
$683K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.08K- 16.83% |
$50.8K - $54.7K
|
5.34K
$254K
|
|
|
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
$583K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.13K- 4.33% |
$53.3K - $57.4K
|
25K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.17K- 35.04% |
$55.2K - $59.4K
|
2.17K
$103K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.25K- 3.95% |
$58.7K - $63.2K
|
30.3K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 4.53% |
$88.1K - $94.9K
|
39.4K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.95K- 3.21% |
$91.7K - $98.7K
|
58.8K
$2.79M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.98K- 6.4% |
$93K - $100K
|
28.9K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.99K- 2.63% |
$93.6K - $101K
|
73.8K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.02K- 12.35% |
$95K - $102K
|
14.3K
$681K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.02K- 29.63% |
$95.1K - $102K
|
4.8K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.09K- 0.97% |
$98.4K - $106K
|
212K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18KClosed |
$103K - $111K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.23K- 12.71% |
$105K - $113K
|
15.3K
$727K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.48K- 20.38% |
$117K - $126K
|
9.71K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-2.73K- 23.33% |
$128K - $138K
|
8.97K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 27.1% |
$135K - $145K
|
7.7K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.71K- 1.24% |
$175K - $188K
|
294K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.17K- 1.32% |
$197K - $211K
|
313K
$14.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.77K- 5.1% |
$225K - $242K
|
88.7K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.81K- 9.38% |
$226K - $244K
|
46.5K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-5.32K- 7.63% |
$251K - $270K
|
64.4K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-5.95K- 24.13% |
$280K - $302K
|
18.7K
$890K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-6K- 39.73% |
$282K - $304K
|
9.1K
$433K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-6.08K- 10.28% |
$286K - $308K
|
53.1K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-6.2K- 99.98% |
$292K - $314K
|
1
$47.5
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.28K- 4.68% |
$295K - $318K
|
128K
$6.07M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.37K- 1.57% |
$300K - $323K
|
400K
$19M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.71K- 33.82% |
$363K - $391K
|
15.1K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.23K- 2.61% |
$387K - $417K
|
307K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.99K- 13.63% |
$423K - $456K
|
57K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.83K- 22.64% |
$463K - $498K
|
33.6K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-10.8K- 68.66% |
$509K - $548K
|
4.94K
$235K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.1K- 11.01% |
$664K - $714K
|
114K
$5.42M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-14.7K- 1.47% |
$690K - $743K
|
981K
$46.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.8K- 35.46% |
$699K - $752K
|
27K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15.4K- 3.53% |
$725K - $780K
|
420K
$20M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.1K- 50.0% |
$806K - $868K
|
17.1K
$814K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-20.1K- 8.73% |
$947K - $1.02M
|
210K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-21.3K- 33.13% |
$1M - $1.08M
|
43K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-21.7K- 50.83% |
$1.02M - $1.1M
|
21K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-21.7K- 50.83% |
$1.02M - $1.1M
|
21K
$999K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.1K- 71.79% |
$1.18M - $1.27M
|
9.85K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-26.9K- 16.44% |
$1.27M - $1.36M
|
137K
$6.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-28.7K- 38.27% |
$1.35M - $1.45M
|
46.2K
$2.2M
|