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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
600KNew |
$28.7M - $31.1M
|
600K
$29.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
354K+ 18.37% |
$16.9M - $18.3M
|
2.28M
$111M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
286KNew |
$13.7M - $14.8M
|
286K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
76.1K+ 1712.74% |
$3.63M - $3.94M
|
80.5K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
66.2KNew |
$3.16M - $3.42M
|
66.2K
$3.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
53.1K+ 243.51% |
$2.54M - $2.75M
|
74.9K
$3.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.6K+ 80.55% |
$2.42M - $2.62M
|
113K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
43.8K+ 167.78% |
$2.09M - $2.27M
|
69.9K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.4KNew |
$2.07M - $2.25M
|
43.4K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
41K+ 50.62% |
$1.96M - $2.12M
|
122K
$5.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
36.7K+ 8.11% |
$1.75M - $1.9M
|
489K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.9K+ 41.94% |
$1.52M - $1.65M
|
108K
$5.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26.4KNew |
$1.26M - $1.36M
|
26.4K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
20.1KNew |
$962K - $1.04M
|
20.1K
$981K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17.7KNew |
$846K - $917K
|
17.7K
$863K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
15.8K+ 54.8% |
$753K - $816K
|
44.5K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.1KNew |
$721K - $782K
|
15.1K
$736K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15.1K+ 800.64% |
$720K - $780K
|
17K
$826K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
14.3K+ 91.59% |
$684K - $741K
|
30K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
14.1KNew |
$676K - $732K
|
14.1K
$689K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
13.5KNew |
$646K - $700K
|
13.5K
$659K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.2KNew |
$582K - $631K
|
12.2K
$594K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12K+ 157.98% |
$575K - $623K
|
19.7K
$958K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 6.59% |
$554K - $600K
|
188K
$9.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.2KNew |
$536K - $580K
|
11.2K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.7KNew |
$509K - $552K
|
10.7K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10.5K+ 3834.91% |
$504K - $546K
|
10.8K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9K+ 47.99% |
$430K - $466K
|
27.7K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.45K+ 2.94% |
$404K - $437K
|
296K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.96K+ 99.02% |
$380K - $412K
|
16K
$780K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7K+ 7.97% |
$334K - $362K
|
94.8K
$4.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.86KNew |
$328K - $355K
|
6.86K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.62K+ 4.3% |
$316K - $343K
|
161K
$7.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.38KNew |
$305K - $330K
|
6.38K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.31KNew |
$301K - $326K
|
6.31K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.2KNew |
$296K - $321K
|
6.2K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.92KNew |
$283K - $306K
|
5.92K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.47KNew |
$261K - $283K
|
5.47K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.91K+ 13.28% |
$235K - $254K
|
41.9K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.9KNew |
$234K - $253K
|
4.9K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.73KNew |
$226K - $245K
|
4.73K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.54KNew |
$217K - $235K
|
4.54K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.41KNew |
$211K - $228K
|
4.41K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.38K+ 51.52% |
$209K - $227K
|
12.9K
$627K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4.13K+ 3.64% |
$197K - $214K
|
118K
$5.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.73K+ 20.18% |
$178K - $193K
|
22.2K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.62K+ 10.04% |
$173K - $187K
|
39.6K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.62K+ 74.43% |
$173K - $187K
|
8.47K
$413K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 11.35% |
$166K - $180K
|
34.1K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.45K+ 50.56% |
$165K - $179K
|
10.3K
$501K
|