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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.56K+ 3.91% |
$121K - $130K
|
68.1K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-441- 3.01% |
$20.8K - $22.3K
|
14.2K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.37K- 1.57% |
$300K - $323K
|
400K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16.3KNew |
$766K - $825K
|
16.3K
$786K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.73K+ 12.79% |
$81.4K - $87.7K
|
15.3K
$737K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.3K+ 178.21% |
$1.05M - $1.13M
|
34.7K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-82- 1.52% |
$3.86K - $4.15K
|
5.3K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-243- 2.0% |
$11.4K - $12.3K
|
11.9K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.05% |
$94.2 - $101
|
4.07K
$197K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
525+ 6.96% |
$24.7K - $26.6K
|
8.07K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-2.73K- 23.33% |
$128K - $138K
|
8.97K
$433K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.68K+ 62.31% |
$79.1K - $85.1K
|
4.38K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
501K+ 21.98% |
$23.6M - $25.4M
|
2.78M
$134M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-186- 2.28% |
$8.76K - $9.42K
|
7.98K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-412- 4.83% |
$19.4K - $20.9K
|
8.12K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.83K- 22.64% |
$463K - $498K
|
33.6K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.98K- 6.4% |
$93K - $100K
|
28.9K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.81KNew |
$273K - $294K
|
5.81K
$281K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.08K- 16.83% |
$50.8K - $54.7K
|
5.34K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-6K- 39.73% |
$282K - $304K
|
9.1K
$440K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-37K- 14.82% |
$1.74M - $1.87M
|
213K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
460+ 18.74% |
$21.7K - $23.3K
|
2.92K
$141K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.1KNew |
$568K - $611K
|
12.1K
$583K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
561+ 7.83% |
$26.4K - $28.4K
|
7.72K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 4.53% |
$88.1K - $94.9K
|
39.4K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.09K- 0.97% |
$98.4K - $106K
|
212K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-45.5K- 42.14% |
$2.14M - $2.31M
|
62.5K
$3.02M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
28.5KNew |
$1.34M - $1.45M
|
28.5K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.45K+ 2.37% |
$209K - $225K
|
192K
$9.28M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
160+ 3.53% |
$7.53K - $8.11K
|
4.7K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-95- 2.12% |
$4.47K - $4.81K
|
4.38K
$211K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.6K+ 97.59% |
$591K - $637K
|
25.4K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-162- 4.08% |
$7.63K - $8.21K
|
3.81K
$184K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
61+ 0.84% |
$2.87K - $3.09K
|
7.31K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
160+ 1.88% |
$7.53K - $8.11K
|
8.67K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-68.2K- 84.67% |
$3.21M - $3.45M
|
12.3K
$596K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
67.9K+ 244.69% |
$3.2M - $3.44M
|
95.6K
$4.62M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.04KNew |
$190K - $205K
|
4.04K
$195K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.81% |
$282 - $304
|
744
$35.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.02K- 29.63% |
$95.1K - $102K
|
4.8K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
35New |
$1.65K - $1.77K
|
35
$1.69K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.02K+ 18.3% |
$142K - $153K
|
19.5K
$943K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-974- 0.62% |
$45.9K - $49.4K
|
156K
$7.55M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.71K- 33.82% |
$363K - $391K
|
15.1K
$729K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-143- 2.83% |
$6.73K - $7.25K
|
4.91K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-885- 8.61% |
$41.7K - $44.8K
|
9.39K
$454K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.8K- 35.46% |
$699K - $752K
|
27K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 86.97% |
$224K - $241K
|
10.2K
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
236+ 1.5% |
$11.1K - $12K
|
15.9K
$770K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
58+ 0.85% |
$2.73K - $2.94K
|
6.92K
$334K
|