Latest Institutional Sells of Invesco ETF Tr Ii S&P 500 High (SPHD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.41K- 2.89% |
$62.2K - $71.4K
|
47.4K
$2.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.41K- 95.65% |
$62K - $71.1K
|
64
$3.16K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.06K- 66.67% |
$46.6K - $53.5K
|
529
$26.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-466- 70.18% |
$20.5K - $23.6K
|
198
$9.77K
|
|
| Q2 2024 | |||||||
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.3KClosed |
$475K - $512K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.06K- 32.83% |
$339K - $366K
|
16.5K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-2.74K- 51.57% |
$115K - $124K
|
2.57K
$127K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.11K- 43.54% |
$88.7K - $95.8K
|
2.73K
$135K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.58K- 74.54% |
$66.7K - $72K
|
541
$26.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.01K- 14.41% |
$42.5K - $45.8K
|
5.99K
$296K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-237- 3.69% |
$9.97K - $10.8K
|
6.18K
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-75- 5.08% |
$3.16K - $3.41K
|
1.4K
$69.1K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-57Closed |
$2.4K - $2.59K
|
0
$0
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-362K- 97.42% |
$14.9M - $16.1M
|
9.58K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.9K- 30.73% |
$695K - $750K
|
38.1K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-14.8K- 71.15% |
$609K - $657K
|
6K
$296K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.02K- 49.59% |
$330K - $356K
|
8.15K
$402K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-6.6K- 98.51% |
$272K - $293K
|
100
$4.94K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.8K- 27.67% |
$74.1K - $79.9K
|
4.71K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-175- 1.16% |
$7.2K - $7.77K
|
14.9K
$735K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 2.63% |
$2.06K - $2.22K
|
1.85K
$91.5K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-18.6K- 98.41% |
$694K - $794K
|
300
$14.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.65K- 35.77% |
$136K - $156K
|
6.55K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.82K- 85.72% |
$67.9K - $77.6K
|
303
$15K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.77K- 2.15% |
$66K - $75.5K
|
80.6K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.57K- 24.76% |
$58.6K - $67K
|
4.78K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.55K- 4.84% |
$57.8K - $66.1K
|
30.5K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-700- 6.23% |
$26.1K - $29.9K
|
10.5K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-234- 99.57% |
$8.73K - $9.98K
|
1
$49.4
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-210- 9.5% |
$7.84K - $8.96K
|
2K
$98.7K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-236K- 53.25% |
$9.24M - $10.1M
|
208K
$10.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-29.7K- 74.3% |
$1.16M - $1.27M
|
10.3K
$508K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-13.1K- 9.08% |
$514K - $560K
|
132K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-4.12K- 28.6% |
$161K - $175K
|
10.3K
$507K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.68K- 78.45% |
$144K - $157K
|
1.01K
$49.9K
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.5K- 30.73% |
$97.8K - $107K
|
5.64K
$278K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.5K- 21.73% |
$97.7K - $107K
|
9.01K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.27K- 47.48% |
$49.7K - $54.2K
|
1.41K
$69.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 18.36% |
$47.1K - $51.4K
|
5.36K
$265K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.11K- 17.5% |
$43.3K - $47.2K
|
5.22K
$258K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-770- 8.35% |
$30.1K - $32.8K
|
8.46K
$417K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-540- 8.49% |
$21.1K - $23K
|
5.82K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-409- 7.09% |
$16K - $17.4K
|
5.36K
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-160- 26.19% |
$6.25K - $6.82K
|
451
$22.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-141- 1.12% |
$5.51K - $6.01K
|
12.5K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-82- 21.47% |
$3.2K - $3.5K
|
300
$14.8K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-51.7K- 34.28% |
$2.03M - $2.21M
|
99.2K
$4.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-7.41K- 60.42% |
$291K - $317K
|
4.86K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.96K- 41.09% |
$155K - $169K
|
5.67K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-3.03K- 13.58% |
$119K - $130K
|
19.3K
$952K
|
|