Purchases and Sales Made in Q4 2025 in Invesco ETF Tr Ii S&P 500 High (SPHB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHB) 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 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
28.1K+ 64.66% |
$3.02M - $3.25M
|
71.5K
$7.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
24.1K+ 25.92% |
$2.59M - $2.79M
|
117K
$13M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22.7KNew |
$2.44M - $2.63M
|
22.7K
$2.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.86KNew |
$952K - $1.03M
|
8.86K
$979K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.63KNew |
$713K - $767K
|
6.63K
$733K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.11KNew |
$549K - $592K
|
5.11K
$565K
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.92KNew |
$421K - $453K
|
3.92K
$433K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.3KNew |
$248K - $267K
|
2.3K
$255K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.08K+ 75.13% |
$223K - $240K
|
4.84K
$535K
|
|
|
Jan 28, 2026
Q4 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
1.85KNew |
$199K - $215K
|
1.85K
$205K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
920New |
$98.9K - $106K
|
920
$102K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
630New |
$67.7K - $72.9K
|
630
$69.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
350New |
$37.6K - $40.5K
|
350
$38.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
181New |
$19.5K - $20.9K
|
181
$20K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
99+ 1.74% |
$10.6K - $11.5K
|
5.8K
$641K
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6+ 0.17% |
$645 - $694
|
3.6K
$398K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-30- 1.04% |
$3.22K - $3.47K
|
2.85K
$315K
|
|
|
Jan 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-65- 1.55% |
$6.98K - $7.52K
|
4.13K
$456K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-83- 1.71% |
$8.92K - $9.61K
|
4.77K
$527K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-112- 38.75% |
$12K - $13K
|
177
$19.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-126- 47.91% |
$13.5K - $14.6K
|
137
$15.1K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-139- 1.34% |
$14.9K - $16.1K
|
10.2K
$1.13M
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-250- 1.69% |
$26.9K - $28.9K
|
14.6K
$1.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.05K- 3.41% |
$113K - $122K
|
29.8K
$3.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.66K- 11.45% |
$285K - $307K
|
20.5K
$2.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-5.55K- 4.09% |
$597K - $642K
|
130K
$14.4M
|
|