Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-63.7K- 86.06% |
$3.03M - $3.17M
|
10.3K
$497K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-785- 10.57% |
$37.3K - $39K
|
6.64K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.09% |
$1.19K - $1.24K
|
28.6K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-258- 2.15% |
$12.3K - $12.8K
|
11.7K
$565K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-253- 4.44% |
$12K - $12.6K
|
5.45K
$262K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.41K- 19.71% |
$352K - $368K
|
30.2K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.76K- 46.92% |
$179K - $187K
|
4.25K
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.83K+ 2.25% |
$468K - $489K
|
447K
$21.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-49- 0.23% |
$2.33K - $2.44K
|
21.3K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.23K+ 3.26% |
$249K - $260K
|
165K
$7.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-792- 8.83% |
$37.7K - $39.4K
|
8.17K
$394K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
254+ 2.06% |
$12.1K - $12.6K
|
12.6K
$605K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
126+ 0.42% |
$5.99K - $6.26K
|
29.8K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.9KNew |
$90.2K - $94.2K
|
1.9K
$91.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
334+ 0.41% |
$15.9K - $16.6K
|
82.6K
$3.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.89K- 19.67% |
$137K - $144K
|
11.8K
$569K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-769- 3.84% |
$36.6K - $38.2K
|
19.3K
$928K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.41KNew |
$210K - $219K
|
4.41K
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.78K+ 7.83% |
$275K - $287K
|
79.6K
$3.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
11.6K+ 48.71% |
$553K - $577K
|
35.5K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.27K- 21.97% |
$346K - $361K
|
25.8K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-558- 0.34% |
$26.5K - $27.7K
|
163K
$7.86M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
259+ 7.6% |
$12.3K - $12.9K
|
3.67K
$177K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.09% |
$238 - $249
|
5.29K
$255K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
5.13K+ 12.9% |
$244K - $255K
|
44.9K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-200- 2.14% |
$9.51K - $9.94K
|
9.15K
$441K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-978- 10.86% |
$46.5K - $48.6K
|
8.03K
$387K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.71K+ 9.98% |
$81.2K - $84.8K
|
18.8K
$906K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.56K+ 27.52% |
$122K - $127K
|
11.9K
$572K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.49K- 3.33% |
$451K - $472K
|
276K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.59K- 5.82% |
$75.5K - $78.9K
|
25.7K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.36KNew |
$255K - $267K
|
5.36K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-122- 0.8% |
$5.8K - $6.06K
|
15.1K
$726K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 1.25% |
$55.9K - $58.4K
|
92.6K
$4.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-333- 6.93% |
$15.8K - $16.6K
|
4.47K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
92New |
$4.38K - $4.57K
|
92
$4.43K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
206+ 1.13% |
$9.8K - $10.2K
|
18.4K
$884K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.82K+ 5.32% |
$86.4K - $90.3K
|
36K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-97- 1.24% |
$4.61K - $4.82K
|
7.7K
$371K
|
|
|
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 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.7K+ 7210.73% |
$1.89M - $1.97M
|
40.2K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.13K- 44.37% |
$434K - $454K
|
11.5K
$552K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-294- 1.04% |
$14K - $14.6K
|
28K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.13KNew |
$196K - $205K
|
4.13K
$199K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 83.33% |
$951 - $994
|
4
$193
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-792- 4.78% |
$37.7K - $39.4K
|
15.8K
$759K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-444- 5.14% |
$21.1K - $22.1K
|
8.19K
$395K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.15KNew |
$197K - $206K
|
4.15K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
7.2K+ 3.22% |
$342K - $358K
|
231K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
192+ 3.45% |
$9.13K - $9.54K
|
5.75K
$277K
|