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 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.85K+ 0.84% |
$82.1K - $92.6K
|
223K
$11M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.17K+ 5.73% |
$52K - $58.6K
|
21.6K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 5.44% |
$517K - $583K
|
203K
$10M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.09K+ 3.94% |
$92.9K - $105K
|
55.2K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.99K+ 2.55% |
$177K - $200K
|
160K
$7.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.34K+ 14.31% |
$192K - $217K
|
34.6K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.18K+ 2.4% |
$96.9K - $109K
|
93K
$4.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-79- 0.37% |
$3.51K - $3.95K
|
21.4K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6+ 0.08% |
$266 - $300
|
7.32K
$362K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.27K+ 26.13% |
$101K - $113K
|
10.9K
$540K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.9K+ 21.98% |
$2.97M - $3.35M
|
371K
$18.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
450+ 1.81% |
$20K - $22.5K
|
25.3K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 1.09% |
$2.66K - $3K
|
5.46K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.3K+ 4.11% |
$767K - $865K
|
438K
$21.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-147K- 69.16% |
$6.52M - $7.36M
|
65.5K
$3.24M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
733+ 2.76% |
$32.5K - $36.7K
|
27.3K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
214KNew |
$9.51M - $10.7M
|
214K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
27+ 0.36% |
$1.2K - $1.35K
|
7.43K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
253New |
$11.2K - $12.7K
|
253
$12.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.75K- 14.47% |
$77.4K - $87.3K
|
10.3K
$509K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.04K- 15.57% |
$135K - $152K
|
16.5K
$813K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
358+ 0.61% |
$15.9K - $17.9K
|
59.1K
$2.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.3K- 7.17% |
$503K - $567K
|
147K
$7.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.3K- 10.8% |
$191K - $215K
|
35.5K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 21.54% |
$97.7K - $110K
|
12.4K
$613K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.56K+ 5.76% |
$69.1K - $77.9K
|
28.6K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-632- 4.12% |
$28K - $31.6K
|
14.7K
$725K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22+ 0.14% |
$976 - $1.1K
|
16.3K
$805K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
5.39KNew |
$239K - $269K
|
5.39K
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9.66KNew |
$429K - $484K
|
9.66K
$477K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.19K+ 22.55% |
$97.1K - $110K
|
11.9K
$587K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.65K+ 60.03% |
$384K - $433K
|
23.1K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.56K- 23.24% |
$69.2K - $78.1K
|
5.15K
$254K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 3.07% |
$5.55K - $6.26K
|
3.95K
$195K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.42K+ 74.02% |
$108K - $121K
|
5.7K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-225- 0.78% |
$9.98K - $11.3K
|
28.7K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.34K+ 39.38% |
$415K - $468K
|
33.1K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.19K- 4.73% |
$52.6K - $59.3K
|
23.8K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1K+ 20.85% |
$44.4K - $50K
|
5.8K
$286K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-152K- 94.79% |
$6.75M - $7.62M
|
8.36K
$413K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.7K- 72.98% |
$2.21M - $2.49M
|
18.4K
$908K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.87K+ 65.44% |
$216K - $244K
|
12.3K
$607K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
245+ 2.69% |
$10.9K - $12.3K
|
9.35K
$461K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-119- 4.12% |
$5.28K - $5.95K
|
2.77K
$137K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.14% |
$177 - $200
|
2.93K
$145K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-235- 6.16% |
$10.4K - $11.8K
|
3.58K
$177K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.99% |
$399 - $450
|
915
$45.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.48K+ 12.99% |
$376K - $424K
|
73.8K
$3.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$44.4 - $50
|
4.91K
$242K
|