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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.8K+ 2.33% |
$124K - $140K
|
123K
$5.94M
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 4.09% |
$123K - $138K
|
70.3K
$3.39M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.52K+ 3.86% |
$112K - $126K
|
67.9K
$3.27M
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.42K+ 74.02% |
$108K - $121K
|
5.7K
$275K
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.35K+ 41.65% |
$104K - $118K
|
8K
$386K
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.27K+ 26.13% |
$101K - $113K
|
10.9K
$527K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 21.54% |
$97.7K - $110K
|
12.4K
$598K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.19K+ 22.55% |
$97.1K - $110K
|
11.9K
$573K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.18K+ 2.4% |
$96.9K - $109K
|
93K
$4.48M
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.09K+ 3.94% |
$92.9K - $105K
|
55.2K
$2.66M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.97K+ 0.07% |
$87.2K - $98.4K
|
2.93M
$141M
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.85K+ 0.84% |
$82.1K - $92.6K
|
223K
$10.8M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.82K+ 41.64% |
$80.8K - $91.2K
|
6.2K
$299K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.79K+ 12.11% |
$79.3K - $89.5K
|
16.6K
$797K
|
|
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
$198K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 6.76% |
$73.3K - $82.6K
|
26.1K
$1.26M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.56K+ 5.76% |
$69.1K - $77.9K
|
28.6K
$1.38M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.4K+ 330.73% |
$62.1K - $70K
|
1.82K
$87.8K
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.35KNew |
$59.9K - $67.6K
|
1.35K
$65K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.35K+ 18.53% |
$59.9K - $67.6K
|
8.64K
$416K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 28.65% |
$59.7K - $67.4K
|
6.04K
$291K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 2.31% |
$58.3K - $65.8K
|
58.3K
$2.81M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.27K+ 1.74% |
$56.3K - $63.5K
|
74K
$3.57M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.26K+ 1.11% |
$55.9K - $63.1K
|
115K
$5.55M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.23K+ 15.15% |
$54.7K - $61.7K
|
9.37K
$451K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.18K+ 117900.0% |
$52.3K - $59K
|
1.18K
$56.8K
|
|
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
$279K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
977+ 11.56% |
$43.3K - $48.9K
|
9.43K
$454K
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
925+ 7.72% |
$41K - $46.3K
|
12.9K
$622K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
826+ 5.47% |
$36.6K - $41.3K
|
15.9K
$767K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
733+ 2.76% |
$32.5K - $36.7K
|
27.3K
$1.31M
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
473+ 1.96% |
$21K - $23.7K
|
24.6K
$1.18M
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
465+ 22.14% |
$20.6K - $23.3K
|
2.57K
$124K
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
450+ 1.81% |
$20K - $22.5K
|
25.3K
$1.22M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
446+ 1.27% |
$19.8K - $22.3K
|
35.6K
$1.71M
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
431+ 76.96% |
$19.1K - $21.6K
|
991
$47.7K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
405+ 2.83% |
$18K - $20.3K
|
14.7K
$709K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
403+ 2.08% |
$17.9K - $20.2K
|
19.7K
$951K
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
400New |
$17.7K - $20K
|
400
$19.3K
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
385+ 2.75% |
$17.1K - $19.3K
|
14.4K
$692K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
384+ 1.2% |
$17K - $19.2K
|
32.5K
$1.57M
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
369New |
$16.4K - $18.5K
|
369
$17.8K
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
358+ 0.61% |
$15.9K - $17.9K
|
59.1K
$2.85M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
343+ 23.1% |
$15.2K - $17.2K
|
1.83K
$88.1K
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
275+ 3.75% |
$12.2K - $13.8K
|
7.61K
$367K
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
258+ 2.66% |
$11.4K - $12.9K
|
9.96K
$480K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
253New |
$11.2K - $12.7K
|
253
$12.2K
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
245+ 2.69% |
$10.9K - $12.3K
|
9.35K
$450K
|