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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.02K- 29.63% |
$95.1K - $102K
|
4.8K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
447+ 5.27% |
$21K - $22.6K
|
8.92K
$423K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.23K- 12.71% |
$105K - $113K
|
15.3K
$726K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
35New |
$1.65K - $1.77K
|
35
$1.66K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
236+ 1.5% |
$11.1K - $12K
|
15.9K
$756K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 86.97% |
$224K - $241K
|
10.2K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.8K- 35.46% |
$699K - $752K
|
27K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
58+ 0.85% |
$2.73K - $2.94K
|
6.92K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.4KNew |
$678K - $730K
|
14.4K
$684K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.42% |
$47.1 - $50.7
|
237
$11.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-20.1K- 8.73% |
$947K - $1.02M
|
210K
$9.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
97+ 0.97% |
$4.57K - $4.91K
|
10.1K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-28.7K- 38.27% |
$1.35M - $1.45M
|
46.2K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.9K+ 391.0% |
$890K - $958K
|
23.7K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.99K- 2.63% |
$93.6K - $101K
|
73.8K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-26.9K- 16.44% |
$1.27M - $1.36M
|
137K
$6.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.09% |
$141 - $152
|
3.17K
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
26+ 0.17% |
$1.22K - $1.32K
|
15.3K
$727K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16K+ 5.56% |
$755K - $812K
|
304K
$14.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.17KNew |
$102K - $110K
|
2.17K
$103K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.6K+ 7.9% |
$545K - $587K
|
158K
$7.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
25.4K+ 179.52% |
$1.2M - $1.29M
|
39.5K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.19K+ 5.81% |
$103K - $111K
|
39.8K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
280New |
$13.2K - $14.2K
|
280
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
107+ 0.83% |
$5.04K - $5.42K
|
13K
$615K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
297+ 1.6% |
$14K - $15K
|
18.8K
$893K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.13K- 4.33% |
$53.3K - $57.4K
|
25K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-5.95K- 24.13% |
$280K - $302K
|
18.7K
$888K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
103+ 0.39% |
$4.85K - $5.22K
|
26.6K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.45% |
$330 - $355
|
1.58K
$75K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
35New |
$1.65K - $1.77K
|
35
$1.66K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.9KNew |
$1.88M - $2.02M
|
39.9K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.05K+ 3.06% |
$49.5K - $53.3K
|
35.4K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
315+ 4.03% |
$14.8K - $16K
|
8.14K
$386K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15.4K- 3.53% |
$725K - $780K
|
420K
$19.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.22K+ 2.89% |
$293K - $315K
|
222K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.08% |
$471 - $507
|
12.6K
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.68% |
$94.2 - $101
|
297
$14.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
276+ 1.72% |
$13K - $14K
|
16.3K
$773K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17.1K- 50.0% |
$806K - $868K
|
17.1K
$813K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
902+ 4.98% |
$42.5K - $45.7K
|
19K
$903K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-92- 2.17% |
$4.33K - $4.66K
|
4.15K
$197K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.85K+ 20.39% |
$87.2K - $93.8K
|
10.9K
$519K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-33- 0.66% |
$1.55K - $1.67K
|
4.95K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
21+ 0.28% |
$989 - $1.06K
|
7.4K
$351K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.62K+ 10.0% |
$312K - $335K
|
72.8K
$3.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15KNew |
$705K - $759K
|
15K
$710K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.48K- 20.38% |
$117K - $126K
|
9.71K
$461K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.12K+ 15.64% |
$194K - $209K
|
30.5K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
100KNew |
$4.71M - $5.07M
|
100K
$4.75M
|