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 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
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-233- 1.42% |
$11.1K - $11.6K
|
16.2K
$779K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
110+ 0.06% |
$5.23K - $5.47K
|
198K
$9.55M
|
|
|
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 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.0% |
$143 - $149
|
303
$14.6K
|
|
|
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
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.98% |
$428 - $447
|
924
$44.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.07K+ 23.13% |
$336K - $351K
|
37.6K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-73- 0.52% |
$3.47K - $3.63K
|
14K
$676K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-876- 29.87% |
$41.7K - $43.5K
|
2.06K
$99.1K
|
|
|
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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-749- 15.26% |
$35.6K - $37.2K
|
4.16K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.01K+ 5.47% |
$48.2K - $50.3K
|
19.5K
$940K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-825- 2.32% |
$39.2K - $41K
|
34.7K
$1.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.47K- 4.41% |
$308K - $321K
|
140K
$6.76M
|
|
|
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 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-102- 0.74% |
$4.85K - $5.07K
|
13.7K
$659K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-761- 13.13% |
$36.2K - $37.8K
|
5.04K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$95.1 - $99.4
|
4.96K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 25.82% |
$112K - $117K
|
11.5K
$552K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
43+ 0.3% |
$2.05K - $2.14K
|
14.6K
$703K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 11.2% |
$153K - $160K
|
31.9K
$1.54M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.86% |
$47.6 - $49.7
|
36
$1.73K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.57K- 14.38% |
$74.7K - $78K
|
9.35K
$450K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-166- 10.36% |
$7.89K - $8.25K
|
1.44K
$69.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
56+ 0.97% |
$2.66K - $2.78K
|
5.8K
$279K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.45K+ 4.44% |
$117K - $122K
|
57.6K
$2.78M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-490- 1.8% |
$23.3K - $24.4K
|
26.7K
$1.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 25.0% |
$190 - $199
|
20
$963
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
13+ 0.02% |
$618 - $646
|
79.4K
$3.82M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$95.1 - $99.4
|
24.6K
$1.18M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
19+ 0.12% |
$904 - $944
|
15.3K
$736K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.91K- 0.92% |
$84.6K - $95.4K
|
205K
$9.86M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
130New |
$5.77K - $6.51K
|
130
$6.26K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5.07K- 7.2% |
$225K - $254K
|
65.4K
$3.15M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-520- 8.87% |
$23.1K - $26K
|
5.34K
$257K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.2K- 72.51% |
$142K - $160K
|
1.21K
$58.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-170- 1.58% |
$7.54K - $8.51K
|
10.6K
$511K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.48K- 7.04% |
$65.6K - $74K
|
19.5K
$941K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.97K+ 0.07% |
$87.2K - $98.4K
|
2.93M
$141M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.94K+ 1.58% |
$219K - $247K
|
318K
$15.3M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-501- 6.28% |
$22.2K - $25.1K
|
7.48K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.45KNew |
$197K - $222K
|
4.45K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20- 0.11% |
$887 - $1K
|
19K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.3K- 53.08% |
$324K - $365K
|
6.45K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-738K- 64.79% |
$32.7M - $36.9M
|
401K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
130K+ 1324.26% |
$5.79M - $6.53M
|
140K
$6.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
5.2K+ 27.81% |
$231K - $260K
|
23.9K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.3K- 7.32% |
$814K - $918K
|
232K
$11.2M
|
|