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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
198+ 8.3% |
$8.79K - $9.91K
|
2.58K
$127K
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19+ 0.35% |
$843 - $951
|
5.43K
$268K
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
17New |
$754 - $851
|
17
$839
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.4K- 87.3% |
$729K - $822K
|
2.39K
$118K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
68+ 0.93% |
$3.02K - $3.4K
|
7.38K
$364K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-153- 0.21% |
$6.79K - $7.66K
|
73.6K
$3.63M
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
30.1K+ 31.5% |
$1.34M - $1.51M
|
126K
$6.21M
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
81+ 1.66% |
$3.59K - $4.05K
|
4.95K
$244K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.1KNew |
$1.25M - $1.4M
|
28.1K
$1.39M
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.8K+ 2.33% |
$124K - $140K
|
123K
$6.09M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.83K+ 4.63% |
$436K - $492K
|
222K
$11M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-448- 1.14% |
$19.9K - $22.4K
|
39K
$1.92M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.8K- 14.87% |
$656K - $740K
|
84.7K
$4.18M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.27K- 26.48% |
$145K - $164K
|
9.07K
$448K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-30- 0.17% |
$1.33K - $1.5K
|
17.4K
$860K
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-800- 2.84% |
$35.5K - $40K
|
27.4K
$1.35M
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 28.65% |
$59.7K - $67.4K
|
6.04K
$298K
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.36KNew |
$193K - $218K
|
4.36K
$215K
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-3.34K- 31.18% |
$148K - $167K
|
7.37K
$364K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.54K- 4.06% |
$379K - $427K
|
202K
$9.96M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 32.03% |
$5.97M - $6.73M
|
285K
$14.1M
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
210+ 0.53% |
$9.32K - $10.5K
|
39.7K
$1.96M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.83K- 10.66% |
$81K - $91.3K
|
15.3K
$755K
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.01K+ 11.93% |
$178K - $200K
|
37.6K
$1.86M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
405+ 2.83% |
$18K - $20.3K
|
14.7K
$727K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7- 0.24% |
$311 - $350
|
2.91K
$144K
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
369New |
$16.4K - $18.5K
|
369
$18.2K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
826+ 5.47% |
$36.6K - $41.3K
|
15.9K
$786K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
135New |
$5.99K - $6.76K
|
135
$6.66K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
431+ 76.96% |
$19.1K - $21.6K
|
991
$48.9K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43.6K- 14.17% |
$1.93M - $2.18M
|
264K
$13M
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.88K- 5.39% |
$305K - $344K
|
121K
$5.97M
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-546- 2.65% |
$24.2K - $27.3K
|
20K
$989K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.25K- 50.0% |
$99.8K - $113K
|
2.25K
$111K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.71K+ 71.05% |
$75.7K - $85.4K
|
4.11K
$203K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-14- 5.36% |
$621 - $701
|
247
$12.2K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
180New |
$7.99K - $9.01K
|
180
$8.88K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.77K- 28.85% |
$167K - $189K
|
9.31K
$459K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.03K- 14.49% |
$223K - $252K
|
29.7K
$1.47M
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.35K+ 41.65% |
$104K - $118K
|
8K
$395K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.5K- 63.22% |
$1.75M - $1.98M
|
23K
$1.13M
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
275+ 3.75% |
$12.2K - $13.8K
|
7.61K
$376K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
51+ 0.66% |
$2.26K - $2.55K
|
7.77K
$384K
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 0.94% |
$311 - $350
|
751
$37.1K
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.8KNew |
$213K - $240K
|
4.8K
$237K
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-7.96K- 44.81% |
$353K - $398K
|
9.8K
$484K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 3.48% |
$1.06K - $1.2K
|
714
$35.2K
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.07K- 6.71% |
$47.4K - $53.5K
|
14.9K
$733K
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.93K+ 25.95% |
$175K - $197K
|
19.1K
$943K
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-232- 0.81% |
$10.3K - $11.6K
|
28.3K
$1.4M
|