Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-250- 1.58% |
$11.9K - $12.9K
|
15.5K
$750K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-260- 5.9% |
$12.4K - $13.5K
|
4.15K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-334- 3.77% |
$16K - $17.3K
|
8.53K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-336- 1.34% |
$16.1K - $17.4K
|
24.7K
$1.19M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-348- 7.09% |
$16.6K - $18K
|
4.56K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-348- 7.09% |
$16.6K - $18K
|
4.56K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-350- 6.18% |
$16.7K - $18.1K
|
5.31K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-355- 14.0% |
$17K - $18.4K
|
2.18K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-389- 10.51% |
$18.6K - $20.1K
|
3.31K
$160K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-420- 2.67% |
$20.1K - $21.7K
|
15.3K
$739K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-475- 13.3% |
$22.7K - $24.6K
|
3.1K
$150K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-483- 2.07% |
$23.1K - $25K
|
22.8K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-550- 61.18% |
$26.3K - $28.5K
|
349
$16.9K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-567- 3.76% |
$27.1K - $29.3K
|
14.5K
$701K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-629- 6.04% |
$30K - $32.6K
|
9.78K
$473K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-716- 11.74% |
$34.2K - $37.1K
|
5.39K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-716- 1.91% |
$34.2K - $37.1K
|
36.7K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-791- 24.77% |
$37.8K - $40.9K
|
2.4K
$116K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-805- 4.17% |
$38.5K - $41.7K
|
18.5K
$895K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-808- 5.08% |
$38.6K - $41.8K
|
15.1K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-842- 3.4% |
$40.2K - $43.6K
|
23.9K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-845- 6.34% |
$40.4K - $43.7K
|
12.5K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-862- 9.93% |
$41.2K - $44.6K
|
7.82K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-885- 12.82% |
$42.3K - $45.8K
|
6.02K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-979- 1.67% |
$46.8K - $50.7K
|
57.5K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 9.74% |
$50.9K - $55.2K
|
9.88K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.09K- 7.54% |
$52K - $56.4K
|
13.4K
$645K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-1.2K- 4.35% |
$57.3K - $62.1K
|
26.4K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.35K- 8.05% |
$64.4K - $69.8K
|
15.4K
$745K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.35K- 6.33% |
$64.7K - $70.1K
|
20K
$969K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.4K- 1.96% |
$66.7K - $72.2K
|
69.7K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.42K- 14.79% |
$67.7K - $73.3K
|
8.16K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.78K- 16.03% |
$85K - $92.1K
|
9.33K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.82K- 18.25% |
$87K - $94.2K
|
8.16K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.88K- 6.71% |
$89.9K - $97.4K
|
26.2K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.21K- 1.01% |
$105K - $114K
|
215K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.21K- 3.51% |
$105K - $114K
|
60.7K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.29K- 18.76% |
$109K - $118K
|
9.91K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.64K- 35.32% |
$126K - $137K
|
4.83K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.96K- 30.95% |
$142K - $153K
|
6.61K
$320K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.98K- 2.55% |
$143K - $154K
|
114K
$5.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.01K- 6.4% |
$144K - $156K
|
44K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-3.28K- 18.11% |
$157K - $170K
|
14.8K
$717K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.79K- 26.79% |
$181K - $196K
|
10.4K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4.48K- 11.32% |
$214K - $232K
|
35.1K
$1.69M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.51K- 1.97% |
$215K - $233K
|
224K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.25K- 2.23% |
$251K - $272K
|
230K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-5.56K- 24.53% |
$266K - $288K
|
17.1K
$826K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.95K- 51.29% |
$284K - $308K
|
5.65K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.14K- 8.57% |
$293K - $318K
|
65.6K
$3.17M
|