Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
214KNew |
$9.51M - $10.7M
|
214K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
106K+ 959.13% |
$4.71M - $5.31M
|
117K
$5.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
104K+ 886.46% |
$4.63M - $5.22M
|
116K
$5.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.9K+ 21.98% |
$2.97M - $3.35M
|
371K
$17.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.3K+ 4.11% |
$767K - $865K
|
438K
$21M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9.66KNew |
$429K - $484K
|
9.66K
$463K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.34K+ 39.38% |
$415K - $468K
|
33.1K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.24K+ 61.72% |
$410K - $462K
|
24.2K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.65K+ 60.03% |
$384K - $433K
|
23.1K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.48K+ 12.99% |
$376K - $424K
|
73.8K
$3.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
5.39KNew |
$239K - $269K
|
5.39K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.87K+ 65.44% |
$216K - $244K
|
12.3K
$589K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.8KNew |
$213K - $240K
|
4.8K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4.69K+ 11.77% |
$208K - $235K
|
44.6K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.34K+ 14.31% |
$192K - $217K
|
34.6K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.01K+ 11.93% |
$178K - $200K
|
37.6K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.99K+ 2.55% |
$177K - $200K
|
160K
$7.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.93K+ 25.95% |
$175K - $197K
|
19.1K
$915K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.93K+ 14.76% |
$174K - $197K
|
30.6K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.33K+ 1.71% |
$148K - $167K
|
198K
$9.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.42K+ 74.02% |
$108K - $121K
|
5.7K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.35K+ 41.65% |
$104K - $118K
|
8K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.27K+ 26.13% |
$101K - $113K
|
10.9K
$524K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 21.54% |
$97.7K - $110K
|
12.4K
$595K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.19K+ 22.55% |
$97.1K - $110K
|
11.9K
$570K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.18K+ 2.4% |
$96.9K - $109K
|
93K
$4.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.09K+ 3.94% |
$92.9K - $105K
|
55.2K
$2.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.85K+ 0.84% |
$82.1K - $92.6K
|
223K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.82K+ 41.64% |
$80.8K - $91.2K
|
6.2K
$297K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.75K+ 5.41% |
$77.7K - $87.7K
|
34.1K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.71K+ 71.05% |
$75.7K - $85.4K
|
4.11K
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 6.76% |
$73.3K - $82.6K
|
26.1K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.56K+ 5.76% |
$69.1K - $77.9K
|
28.6K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.4K+ 330.73% |
$62.1K - $70K
|
1.82K
$87.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.35K+ 18.53% |
$59.9K - $67.6K
|
8.64K
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 28.65% |
$59.7K - $67.4K
|
6.04K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.27K+ 1.74% |
$56.3K - $63.5K
|
74K
$3.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.23K+ 15.15% |
$54.7K - $61.7K
|
9.37K
$449K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.17K+ 5.73% |
$52K - $58.6K
|
21.6K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1K+ 20.85% |
$44.4K - $50K
|
5.8K
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
826+ 5.47% |
$36.6K - $41.3K
|
15.9K
$762K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
733+ 2.76% |
$32.5K - $36.7K
|
27.3K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
465+ 22.14% |
$20.6K - $23.3K
|
2.57K
$123K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
450+ 1.81% |
$20K - $22.5K
|
25.3K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
431+ 76.96% |
$19.1K - $21.6K
|
991
$47.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
405+ 2.83% |
$18K - $20.3K
|
14.7K
$706K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
369New |
$16.4K - $18.5K
|
369
$17.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
358+ 0.61% |
$15.9K - $17.9K
|
59.1K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
275+ 3.75% |
$12.2K - $13.8K
|
7.61K
$365K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
253New |
$11.2K - $12.7K
|
253
$12.1K
|