Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHD) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 HIGH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
100KNew |
$4.71M - $5.07M
|
100K
$4.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
39.9KNew |
$1.88M - $2.02M
|
39.9K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
20.9K+ 12.03% |
$985K - $1.06M
|
195K
$9.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
20.8K+ 46.69% |
$979K - $1.05M
|
65.3K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 10.26% |
$938K - $1.01M
|
214K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
16.5K+ 93.27% |
$778K - $837K
|
34.2K
$1.61M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.4K+ 91.01% |
$727K - $782K
|
32.4K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
14KNew |
$659K - $709K
|
14K
$659K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11.8KNew |
$554K - $596K
|
11.8K
$554K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.46K+ 4.65% |
$351K - $378K
|
168K
$7.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.73K+ 84087.5% |
$317K - $341K
|
6.74K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.25K+ 58.61% |
$294K - $317K
|
16.9K
$796K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.87KNew |
$229K - $247K
|
4.87K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.4K+ 19.81% |
$207K - $223K
|
26.6K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.23K+ 4.88% |
$199K - $214K
|
90.8K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.12K+ 15.64% |
$194K - $209K
|
30.5K
$1.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4KNew |
$188K - $203K
|
4K
$188K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 20.88% |
$106K - $114K
|
13.1K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.85K+ 20.39% |
$87.2K - $93.8K
|
10.9K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.85K+ 129.5% |
$87K - $93.6K
|
3.28K
$154K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.79K+ 9.13% |
$84.5K - $90.9K
|
21.4K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.36K+ 12.56% |
$63.8K - $68.7K
|
12.1K
$572K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
902+ 4.98% |
$42.5K - $45.7K
|
19K
$896K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
825+ 3.13% |
$38.8K - $41.8K
|
27.2K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
805+ 12.36% |
$37.9K - $40.8K
|
7.32K
$345K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
653New |
$30.7K - $33.1K
|
653
$30.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
600+ 1.36% |
$28.2K - $30.4K
|
44.6K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
574+ 5.01% |
$27K - $29.1K
|
12K
$567K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
550+ 2.35% |
$25.9K - $27.9K
|
24K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
500+ 7.31% |
$23.5K - $25.3K
|
7.34K
$346K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
500+ 2.09% |
$23.5K - $25.3K
|
24.4K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
415+ 4.01% |
$19.5K - $21K
|
10.8K
$507K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
386+ 74.23% |
$18.2K - $19.6K
|
906
$42.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
347+ 7.86% |
$16.3K - $17.6K
|
4.76K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
330+ 4.14% |
$15.5K - $16.7K
|
8.3K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
93+ 1.29% |
$4.38K - $4.71K
|
7.29K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 0.64% |
$2.97K - $3.19K
|
9.95K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
47+ 0.83% |
$2.21K - $2.38K
|
5.69K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
19+ 0.11% |
$895 - $963
|
17.5K
$822K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18+ 0.11% |
$847 - $912
|
15.7K
$738K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
13+ 0.09% |
$612 - $659
|
15.1K
$711K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 0.83% |
$471 - $507
|
1.22K
$57.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.15% |
$282 - $304
|
4.11K
$193K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5+ 0.12% |
$235 - $253
|
4.23K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.95% |
$188 - $203
|
423
$19.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.41% |
$141 - $152
|
743
$35K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$141 - $152
|
3
$141
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.29% |
$94.2 - $101
|
690
$32.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.08% |
$94.2 - $101
|
2.4K
$113K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.48% |
$989 - $1.06K
|
4.34K
$204K
|