Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-102- 0.74% |
$4.85K - $5.07K
|
13.7K
$659K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-122- 0.8% |
$5.8K - $6.06K
|
15.1K
$726K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-166- 10.36% |
$7.89K - $8.25K
|
1.44K
$69.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-200- 2.14% |
$9.51K - $9.94K
|
9.15K
$441K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-233- 1.42% |
$11.1K - $11.6K
|
16.2K
$779K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-253- 4.44% |
$12K - $12.6K
|
5.45K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-258- 2.15% |
$12.3K - $12.8K
|
11.7K
$565K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-294- 1.04% |
$14K - $14.6K
|
28K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-333- 6.93% |
$15.8K - $16.6K
|
4.47K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-444- 5.14% |
$21.1K - $22.1K
|
8.19K
$395K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-490- 1.8% |
$23.3K - $24.4K
|
26.7K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-532- 2.04% |
$25.3K - $26.4K
|
25.5K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-558- 0.34% |
$26.5K - $27.7K
|
163K
$7.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-643- 22.11% |
$30.6K - $32K
|
2.27K
$109K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-749- 15.26% |
$35.6K - $37.2K
|
4.16K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-761- 13.13% |
$36.2K - $37.8K
|
5.04K
$243K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-769- 3.84% |
$36.6K - $38.2K
|
19.3K
$928K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-785- 10.57% |
$37.3K - $39K
|
6.64K
$320K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-792- 8.83% |
$37.7K - $39.4K
|
8.17K
$394K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-792- 4.78% |
$37.7K - $39.4K
|
15.8K
$759K
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-817- 1.26% |
$38.9K - $40.6K
|
64.2K
$3.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-825- 2.32% |
$39.2K - $41K
|
34.7K
$1.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-876- 29.87% |
$41.7K - $43.5K
|
2.06K
$99.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-978- 10.86% |
$46.5K - $48.6K
|
8.03K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 1.25% |
$55.9K - $58.4K
|
92.6K
$4.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.29K- 8.42% |
$61.3K - $64K
|
14K
$675K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.57K- 14.38% |
$74.7K - $78K
|
9.35K
$450K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.59K- 5.82% |
$75.5K - $78.9K
|
25.7K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.89K- 19.67% |
$137K - $144K
|
11.8K
$569K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.76K- 46.92% |
$179K - $187K
|
4.25K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.47K- 4.41% |
$308K - $321K
|
140K
$6.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.27K- 21.97% |
$346K - $361K
|
25.8K
$1.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.41K- 19.71% |
$352K - $368K
|
30.2K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.13K- 44.37% |
$434K - $454K
|
11.5K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.49K- 3.33% |
$451K - $472K
|
276K
$13.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-63.7K- 86.06% |
$3.03M - $3.17M
|
10.3K
$497K
|