Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 38.46% |
$222 - $250
|
8
$385
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7- 0.24% |
$311 - $350
|
2.91K
$140K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-14- 5.36% |
$621 - $701
|
247
$11.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-17- 0.11% |
$754 - $851
|
15.7K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20- 0.11% |
$887 - $1K
|
19K
$913K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-30- 0.17% |
$1.33K - $1.5K
|
17.4K
$839K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-42- 0.45% |
$1.86K - $2.1K
|
9.22K
$444K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-51- 0.42% |
$2.26K - $2.55K
|
12K
$577K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 1.09% |
$2.66K - $3K
|
5.46K
$263K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-79- 0.37% |
$3.51K - $3.95K
|
21.4K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-105- 7.68% |
$4.66K - $5.25K
|
1.26K
$60.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-105- 3.17% |
$4.66K - $5.25K
|
3.21K
$154K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-119- 4.12% |
$5.28K - $5.95K
|
2.77K
$133K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 3.07% |
$5.55K - $6.26K
|
3.95K
$190K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-140- 1.49% |
$6.21K - $7.01K
|
9.25K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-146- 6.72% |
$6.48K - $7.31K
|
2.03K
$97.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-153- 0.21% |
$6.79K - $7.66K
|
73.6K
$3.55M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-170- 1.58% |
$7.54K - $8.51K
|
10.6K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-200- 3.14% |
$8.87K - $10K
|
6.18K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-206- 3.1% |
$9.14K - $10.3K
|
6.44K
$310K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-225- 0.78% |
$9.98K - $11.3K
|
28.7K
$1.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-232- 0.81% |
$10.3K - $11.6K
|
28.3K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-235- 6.16% |
$10.4K - $11.8K
|
3.58K
$172K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-251- 1.75% |
$11.1K - $12.6K
|
14.1K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-265- 2.05% |
$11.8K - $13.3K
|
12.7K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-310- 1.65% |
$13.8K - $15.5K
|
18.5K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-394- 18.13% |
$17.5K - $19.7K
|
1.78K
$85.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-400- 8.85% |
$17.7K - $20K
|
4.12K
$198K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-414- 2.92% |
$18.4K - $20.7K
|
13.8K
$664K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-443- 39.13% |
$19.7K - $22.2K
|
689
$33.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-448- 1.14% |
$19.9K - $22.4K
|
39K
$1.88M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-501- 6.28% |
$22.2K - $25.1K
|
7.48K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-503- 23.9% |
$22.3K - $25.2K
|
1.6K
$77.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-514- 3.04% |
$22.8K - $25.7K
|
16.4K
$790K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-520- 8.87% |
$23.1K - $26K
|
5.34K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-546- 2.65% |
$24.2K - $27.3K
|
20K
$965K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-555- 72.45% |
$24.6K - $27.8K
|
211
$10.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-632- 4.12% |
$28K - $31.6K
|
14.7K
$708K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-750- 6.95% |
$33.3K - $37.5K
|
10K
$484K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-754- 4.93% |
$33.5K - $37.7K
|
14.5K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-761- 12.88% |
$33.8K - $38.1K
|
5.15K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-795- 6.31% |
$35.3K - $39.8K
|
11.8K
$569K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-800- 2.84% |
$35.5K - $40K
|
27.4K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-834- 8.39% |
$37K - $41.7K
|
9.11K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-902- 4.74% |
$40K - $45.1K
|
18.1K
$873K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-938- 13.93% |
$41.6K - $46.9K
|
5.8K
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.07K- 6.71% |
$47.4K - $53.5K
|
14.9K
$716K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.19K- 4.73% |
$52.6K - $59.3K
|
23.8K
$1.15M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.48K- 7.04% |
$65.6K - $74K
|
19.5K
$941K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.48K- 7.04% |
$65.6K - $74K
|
19.5K
$941K
|