Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.41K+ 7.55% |
$113K - $120K
|
34.3K
$1.65M
|
|
|
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 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
600+ 11.19% |
$28.2K - $29.8K
|
5.96K
$287K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-383- 41.45% |
$18K - $19K
|
541
$26K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-38.9K- 96.64% |
$1.82M - $1.93M
|
1.35K
$65K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-21.4K- 15.23% |
$1M - $1.06M
|
119K
$5.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
379+ 1.97% |
$17.8K - $18.8K
|
19.6K
$945K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-832- 4.23% |
$39.1K - $41.4K
|
18.8K
$906K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.54K- 12.97% |
$72.3K - $76.5K
|
10.3K
$497K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-279- 3.04% |
$13.1K - $13.9K
|
8.91K
$429K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70+ 76.09% |
$3.29K - $3.48K
|
162
$7.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 1.22% |
$3.33K - $3.53K
|
5.87K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
740+ 3.79% |
$34.8K - $36.8K
|
20.3K
$975K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-876- 4.11% |
$41.1K - $43.6K
|
20.4K
$984K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.16KNew |
$148K - $157K
|
3.16K
$152K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-142- 1.86% |
$6.67K - $7.06K
|
7.5K
$361K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.33K- 14.18% |
$62.2K - $65.9K
|
8.02K
$386K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.6K+ 69.66% |
$2.7M - $2.86M
|
140K
$6.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-13.9K- 21.64% |
$653K - $691K
|
50.3K
$2.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.79K- 10.54% |
$178K - $189K
|
32.2K
$1.55M
|
|
|
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
|
Investors Research Corp
|
BUY
|
- |
6+ 0.04% |
$282 - $298
|
15.3K
$736K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
150+ 0.56% |
$7.04K - $7.46K
|
26.9K
$1.29M
|
|
|
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 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
68.3K+ 58.23% |
$3.21M - $3.4M
|
186K
$8.93M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6- 75.0% |
$282 - $298
|
2
$96.3
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.94K- 3.29% |
$140K - $146K
|
86.3K
$4.15M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2+ 1.07% |
$95.1 - $99.4
|
189
$9.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 0.42% |
$713 - $746
|
3.59K
$173K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.49K- 3.22% |
$309K - $323K
|
195K
$9.4M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
17New |
$809 - $845
|
17
$818
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
75New |
$3.57K - $3.73K
|
75
$3.61K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.24% |
$47.6 - $49.7
|
418
$20.1K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28New |
$1.33K - $1.39K
|
28
$1.35K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 8.74% |
$75.3K - $78.7K
|
16.5K
$796K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
289+ 5.41% |
$13.7K - $14.4K
|
5.63K
$271K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25K- 2.63% |
$1.19M - $1.24M
|
929K
$44.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-9.11K- 46.62% |
$433K - $453K
|
10.4K
$502K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.37KNew |
$65.1K - $68K
|
1.37K
$65.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
BUY
|
- |
105+ 0.69% |
$4.99K - $5.22K
|
15.4K
$741K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.68K+ 37.13% |
$223K - $233K
|
17.3K
$833K
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-800- 6.4% |
$38K - $39.8K
|
11.7K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-70.8K- 17.65% |
$3.37M - $3.52M
|
330K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-134K- 95.31% |
$6.36M - $6.64M
|
6.57K
$316K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-14.6K- 61.09% |
$694K - $726K
|
9.3K
$448K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-317K- 10.84% |
$15.1M - $15.8M
|
2.61M
$126M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.89K- 24.54% |
$328K - $342K
|
21.2K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-387- 56.17% |
$18.4K - $19.2K
|
302
$14.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-86.2K- 86.78% |
$4.1M - $4.28M
|
13.1K
$632K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.4K+ 5.9% |
$3.11M - $3.25M
|
1.18M
$56.6M
|
|