Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
129K+ 1124.77% |
$6.05M - $6.4M
|
140K
$6.75M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
68.3K+ 58.23% |
$3.21M - $3.4M
|
186K
$8.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.6K+ 69.66% |
$2.7M - $2.86M
|
140K
$6.75M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.27K+ 188.01% |
$388K - $411K
|
12.7K
$609K
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
4.78KNew |
$225K - $238K
|
4.78K
$230K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.37K+ 53.31% |
$205K - $217K
|
12.6K
$604K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.16KNew |
$148K - $157K
|
3.16K
$152K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.41K+ 7.55% |
$113K - $120K
|
34.3K
$1.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.68KNew |
$78.8K - $83.4K
|
1.68K
$80.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 9.91% |
$53.3K - $56.5K
|
12.6K
$606K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1K+ 1.34% |
$47.1K - $49.9K
|
75.7K
$3.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
740+ 3.79% |
$34.8K - $36.8K
|
20.3K
$975K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
650+ 7.83% |
$30.5K - $32.3K
|
8.95K
$431K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
600+ 11.19% |
$28.2K - $29.8K
|
5.96K
$287K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
379+ 1.97% |
$17.8K - $18.8K
|
19.6K
$945K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
262+ 0.45% |
$12.3K - $13K
|
57.9K
$2.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
191New |
$8.97K - $9.5K
|
191
$9.19K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
150+ 0.56% |
$7.04K - $7.46K
|
26.9K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
111+ 1.38% |
$5.21K - $5.52K
|
8.14K
$392K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 1.22% |
$3.33K - $3.53K
|
5.87K
$283K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70+ 76.09% |
$3.29K - $3.48K
|
162
$7.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$1.55K - $1.64K
|
33
$1.59K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
10+ 3.92% |
$470 - $497
|
265
$12.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.63% |
$470 - $497
|
1.61K
$77.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.29% |
$282 - $298
|
2.06K
$99.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.04% |
$282 - $298
|
15.3K
$736K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 1.32% |
$188 - $199
|
307
$14.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.15% |
$93.9 - $99.5
|
1.37K
$65.8K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6- 75.0% |
$282 - $298
|
2
$96.3
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.4% |
$2.58K - $2.74K
|
13.6K
$656K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-61- 0.64% |
$2.86K - $3.03K
|
9.52K
$458K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-142- 1.86% |
$6.67K - $7.06K
|
7.5K
$361K
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-143- 0.34% |
$6.72K - $7.11K
|
41.8K
$2.01M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-275- 1.88% |
$12.9K - $13.7K
|
14.3K
$689K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-279- 3.04% |
$13.1K - $13.9K
|
8.91K
$429K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-383- 41.45% |
$18K - $19K
|
541
$26K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-437- 1.71% |
$20.5K - $21.7K
|
25.1K
$1.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-528- 3.76% |
$24.8K - $26.3K
|
13.5K
$650K
|
|
|
Jan 21, 2026
Q4 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-826- 10.94% |
$38.8K - $41.1K
|
6.72K
$323K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-832- 4.23% |
$39.1K - $41.4K
|
18.8K
$906K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-876- 4.11% |
$41.1K - $43.6K
|
20.4K
$984K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.33K- 14.18% |
$62.2K - $65.9K
|
8.02K
$386K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.54K- 12.97% |
$72.3K - $76.5K
|
10.3K
$497K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.12K- 6.57% |
$99.5K - $105K
|
30.1K
$1.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.43K- 23.57% |
$114K - $121K
|
7.89K
$380K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.79K- 10.54% |
$178K - $189K
|
32.2K
$1.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-6.1K- 23.92% |
$287K - $303K
|
19.4K
$934K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-13.9K- 21.64% |
$653K - $691K
|
50.3K
$2.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-21.4K- 15.23% |
$1M - $1.06M
|
119K
$5.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-38.9K- 96.64% |
$1.82M - $1.93M
|
1.35K
$65K
|
|