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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
143+ 0.59% |
$6.8K - $7.11K
|
24.3K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
126+ 0.42% |
$5.99K - $6.26K
|
29.8K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
110+ 0.06% |
$5.23K - $5.47K
|
198K
$9.54M
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
BUY
|
- |
105+ 0.69% |
$4.99K - $5.22K
|
15.4K
$741K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
105+ 1.3% |
$4.99K - $5.22K
|
8.17K
$393K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
103+ 2.0% |
$4.9K - $5.12K
|
5.25K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
96New |
$4.57K - $4.77K
|
96
$4.62K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
92New |
$4.38K - $4.57K
|
92
$4.43K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
82+ 0.5% |
$3.9K - $4.08K
|
16.4K
$789K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
75+ 1.02% |
$3.57K - $3.73K
|
7.45K
$359K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
75New |
$3.57K - $3.73K
|
75
$3.61K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
67+ 1.09% |
$3.19K - $3.33K
|
6.24K
$300K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
56+ 0.97% |
$2.66K - $2.78K
|
5.8K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
55+ 1.02% |
$2.62K - $2.73K
|
5.44K
$262K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
43+ 0.3% |
$2.05K - $2.14K
|
14.6K
$702K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
40New |
$1.9K - $1.99K
|
40
$1.93K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28New |
$1.33K - $1.39K
|
28
$1.35K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.45% |
$1.24K - $1.29K
|
5.82K
$280K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
19+ 0.12% |
$904 - $944
|
15.3K
$736K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.41% |
$809 - $845
|
4.12K
$198K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17New |
$809 - $845
|
17
$818
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 0.42% |
$713 - $746
|
3.59K
$173K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.71% |
$618 - $646
|
1.84K
$88.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
13+ 0.02% |
$618 - $646
|
79.4K
$3.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 0.14% |
$618 - $646
|
9.38K
$452K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13+ 0.18% |
$618 - $646
|
7.34K
$353K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 0.98% |
$428 - $447
|
924
$44.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 1.07% |
$380 - $398
|
759
$36.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
8+ 3.24% |
$380 - $398
|
255
$12.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.5% |
$380 - $398
|
1.6K
$76.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6+ 100.0% |
$285 - $298
|
12
$578
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4+ 0.28% |
$190 - $199
|
1.42K
$68.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4+ 0.07% |
$190 - $199
|
6.05K
$291K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4+ 25.0% |
$190 - $199
|
20
$963
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4+ 0.07% |
$190 - $199
|
5.95K
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.53% |
$190 - $199
|
752
$36.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.42% |
$143 - $149
|
717
$34.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.25% |
$143 - $149
|
243
$11.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.07% |
$143 - $149
|
4.36K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.0% |
$143 - $149
|
303
$14.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$95.1 - $99.4
|
7.78K
$374K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2+ 1.07% |
$95.1 - $99.4
|
189
$9.1K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$95.1 - $99.4
|
24.6K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$95.1 - $99.4
|
4.96K
$239K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.24% |
$47.6 - $49.7
|
418
$20.1K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.86% |
$47.6 - $49.7
|
36
$1.73K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.09% |
$238 - $249
|
5.29K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-9- 0.14% |
$428 - $447
|
6.43K
$309K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 83.33% |
$951 - $994
|
4
$193
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.09% |
$1.19K - $1.24K
|
28.6K
$1.38M
|
|