Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 High (SPHB)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.8K- 59.21% |
$1.46M - $2.12M
|
15K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-168- 3.49% |
$11.3K - $16.4K
|
4.65K
$514K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-61- 62.89% |
$4.1K - $5.95K
|
36
$3.98K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
77+ 2.21% |
$5.18K - $7.51K
|
3.56K
$394K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$692K - $1M
|
10.3K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
45.9KNew |
$3.09M - $4.47M
|
45.9K
$5.07M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.18KNew |
$147K - $213K
|
2.18K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
2.49KNew |
$168K - $243K
|
2.49K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
204New |
$13.7K - $19.9K
|
204
$22.5K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-9.18K- 38.26% |
$618K - $895K
|
14.8K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.1KNew |
$881K - $1.28M
|
13.1K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.13KNew |
$143K - $207K
|
2.13K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-755- 19.23% |
$50.8K - $73.6K
|
3.17K
$351K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
71+ 29.58% |
$5.56K - $6.76K
|
311
$34.4K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25.9K+ 5429.77% |
$2.03M - $2.47M
|
26.4K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11K+ 1175.19% |
$860K - $1.05M
|
11.9K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
150New |
$11.7K - $14.3K
|
150
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.1KNew |
$243K - $296K
|
3.1K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
95KNew |
$7.44M - $9.05M
|
95K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
41.8KNew |
$3.27M - $3.98M
|
41.8K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
104New |
$8.14K - $9.9K
|
104
$11.5K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
63.6KNew |
$4.97M - $6.05M
|
63.6K
$7.02M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-71- 1.78% |
$5.56K - $6.76K
|
3.92K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 10.11% |
$2.19K - $2.67K
|
249
$27.5K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-4- 0.46% |
$313 - $381
|
872
$96.4K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-28- 2.76% |
$2.19K - $2.67K
|
985
$109K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-356- 57.51% |
$27.9K - $33.9K
|
263
$29.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
280New |
$21.9K - $26.7K
|
280
$30.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-1.08K- 10.46% |
$84.3K - $103K
|
9.22K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3K- 35.29% |
$235K - $286K
|
5.5K
$608K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.57KNew |
$222K - $244K
|
2.57K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.93KNew |
$427K - $469K
|
4.93K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.3KNew |
$113K - $124K
|
1.3K
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300+ 229.01% |
$26K - $28.5K
|
431
$47.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
526New |
$45.6K - $50K
|
526
$58.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.99KNew |
$259K - $284K
|
2.99K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.83KNew |
$245K - $269K
|
2.83K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
315New |
$27.3K - $29.9K
|
315
$34.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
5.67K+ 64.16% |
$491K - $538K
|
14.5K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.5KNew |
$1.25M - $1.37M
|
14.5K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$267K - $293K
|
3.09K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
104New |
$9.01K - $9.88K
|
104
$11.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26New |
$2.25K - $2.47K
|
26
$2.87K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.41KNew |
$209K - $229K
|
2.41K
$267K
|
|
| Q3 2024 | |||||||
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
178New |
$13.8K - $16.1K
|
178
$19.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.96KNew |
$230K - $267K
|
2.96K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
97New |
$7.53K - $8.76K
|
97
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.48K+ 61.83% |
$193K - $224K
|
6.5K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.9K+ 189.44% |
$844K - $982K
|
16.6K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
97New |
$7.53K - $8.76K
|
97
$10.7K
|
|