Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.7K+ 7210.73% |
$1.89M - $1.97M
|
40.2K
$1.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7.2K+ 3.22% |
$342K - $358K
|
231K
$11.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.07K+ 23.13% |
$336K - $351K
|
37.6K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.36KNew |
$255K - $267K
|
5.36K
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.44KNew |
$211K - $221K
|
4.44K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.17KNew |
$199K - $207K
|
4.17K
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.15KNew |
$197K - $206K
|
4.15K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.13KNew |
$196K - $205K
|
4.13K
$199K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 11.2% |
$153K - $160K
|
31.9K
$1.54M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.45K+ 4.44% |
$117K - $122K
|
57.6K
$2.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 25.82% |
$112K - $117K
|
11.5K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.82K+ 5.32% |
$86.4K - $90.3K
|
36K
$1.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.8K+ 10.93% |
$85.6K - $89.5K
|
18.3K
$880K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.01K+ 5.47% |
$48.2K - $50.3K
|
19.5K
$940K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
206+ 1.13% |
$9.8K - $10.2K
|
18.4K
$884K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
192+ 3.45% |
$9.13K - $9.54K
|
5.75K
$277K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
110+ 0.06% |
$5.23K - $5.47K
|
198K
$9.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
92New |
$4.38K - $4.57K
|
92
$4.43K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
56+ 0.97% |
$2.66K - $2.78K
|
5.8K
$279K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
43+ 0.3% |
$2.05K - $2.14K
|
14.6K
$703K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
19+ 0.12% |
$904 - $944
|
15.3K
$736K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
13+ 0.02% |
$618 - $646
|
79.4K
$3.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.98% |
$428 - $447
|
924
$44.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 25.0% |
$190 - $199
|
20
$963
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.0% |
$143 - $149
|
303
$14.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$95.1 - $99.4
|
4.96K
$239K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$95.1 - $99.4
|
24.6K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.86% |
$47.6 - $49.7
|
36
$1.73K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 83.33% |
$951 - $994
|
4
$193
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-32- 0.35% |
$1.52K - $1.59K
|
9.19K
$442K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-73- 0.52% |
$3.47K - $3.63K
|
14K
$676K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-97- 1.24% |
$4.61K - $4.82K
|
7.7K
$371K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-102- 0.74% |
$4.85K - $5.07K
|
13.7K
$659K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-122- 0.8% |
$5.8K - $6.06K
|
15.1K
$726K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-166- 10.36% |
$7.89K - $8.25K
|
1.44K
$69.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-233- 1.42% |
$11.1K - $11.6K
|
16.2K
$779K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-294- 1.04% |
$14K - $14.6K
|
28K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-333- 6.93% |
$15.8K - $16.6K
|
4.47K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-444- 5.14% |
$21.1K - $22.1K
|
8.19K
$395K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-490- 1.8% |
$23.3K - $24.4K
|
26.7K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-532- 2.04% |
$25.3K - $26.4K
|
25.5K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-749- 15.26% |
$35.6K - $37.2K
|
4.16K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-761- 13.13% |
$36.2K - $37.8K
|
5.04K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-792- 4.78% |
$37.7K - $39.4K
|
15.8K
$759K
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-817- 1.26% |
$38.9K - $40.6K
|
64.2K
$3.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-825- 2.32% |
$39.2K - $41K
|
34.7K
$1.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-876- 29.87% |
$41.7K - $43.5K
|
2.06K
$99.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 1.25% |
$55.9K - $58.4K
|
92.6K
$4.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.57K- 14.38% |
$74.7K - $78K
|
9.35K
$450K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.59K- 5.82% |
$75.5K - $78.9K
|
25.7K
$1.24M
|