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 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.56K- 23.24% |
$69.2K - $78.1K
|
5.15K
$248K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.75K- 14.47% |
$77.4K - $87.3K
|
10.3K
$497K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.78K- 2.77% |
$79.1K - $89.2K
|
62.6K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.83K- 10.66% |
$81K - $91.3K
|
15.3K
$737K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.85K- 4.16% |
$82.3K - $92.8K
|
42.8K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.87K- 4.03% |
$83.1K - $93.7K
|
44.6K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-1.9K- 11.07% |
$84.5K - $95.3K
|
15.3K
$737K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.91K- 0.92% |
$84.6K - $95.4K
|
205K
$9.86M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.04K- 8.03% |
$90.6K - $102K
|
23.4K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.18K- 17.76% |
$96.6K - $109K
|
10.1K
$486K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.25K- 50.0% |
$99.8K - $113K
|
2.25K
$108K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.27K- 22.57% |
$101K - $114K
|
7.8K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-2.4K- 4.13% |
$106K - $120K
|
55.6K
$2.68M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.4K- 41.35% |
$107K - $120K
|
3.41K
$164K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.55K- 8.43% |
$113K - $128K
|
27.7K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.55K- 15.69% |
$113K - $128K
|
13.7K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.7K- 20.77% |
$120K - $135K
|
10.3K
$496K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.95K- 14.71% |
$131K - $148K
|
17.1K
$824K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.04K- 15.57% |
$135K - $152K
|
16.5K
$794K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.2K- 72.51% |
$142K - $160K
|
1.21K
$58.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.27K- 26.48% |
$145K - $164K
|
9.07K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-3.34K- 31.18% |
$148K - $167K
|
7.37K
$355K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.77K- 28.85% |
$167K - $189K
|
9.31K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.3K- 10.8% |
$191K - $215K
|
35.5K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.34K- 2.58% |
$193K - $217K
|
164K
$7.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.03K- 14.49% |
$223K - $252K
|
29.7K
$1.43M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5.07K- 7.2% |
$225K - $254K
|
65.4K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.59K- 54.22% |
$292K - $330K
|
5.56K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.88K- 5.39% |
$305K - $344K
|
121K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.3K- 53.08% |
$324K - $365K
|
6.45K
$311K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-7.96K- 44.81% |
$353K - $398K
|
9.8K
$472K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.54K- 4.06% |
$379K - $427K
|
202K
$9.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.3K- 7.17% |
$503K - $567K
|
147K
$7.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 5.44% |
$517K - $583K
|
203K
$9.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.9K- 8.7% |
$528K - $596K
|
125K
$6.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 71.74% |
$596K - $672K
|
5.29K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14K- 45.93% |
$621K - $700K
|
16.5K
$794K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.6K- 18.7% |
$650K - $733K
|
63.7K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.8K- 14.87% |
$656K - $740K
|
84.7K
$4.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.9K- 15.36% |
$662K - $747K
|
82.3K
$3.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.4K- 87.3% |
$729K - $822K
|
2.39K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.3K- 7.32% |
$814K - $918K
|
232K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.7K- 9.52% |
$964K - $1.09M
|
207K
$9.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-25.7K- 55.48% |
$1.14M - $1.28M
|
20.6K
$991K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26.9K- 2.74% |
$1.19M - $1.34M
|
954K
$45.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-35.3K- 82.09% |
$1.57M - $1.77M
|
7.7K
$371K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-39.3K- 98.62% |
$1.75M - $1.97M
|
550
$26.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.5K- 63.22% |
$1.75M - $1.98M
|
23K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40.6K- 58.59% |
$1.8M - $2.03M
|
28.7K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43.6K- 14.17% |
$1.93M - $2.18M
|
264K
$12.7M
|