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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.4KNew |
$209K - $218K
|
4.4K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
BUY
|
- |
1.72K+ 1.4% |
$82K - $85.7K
|
125K
$6.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
103+ 2.0% |
$4.9K - $5.12K
|
5.25K
$253K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.06K+ 1.45% |
$50.6K - $52.9K
|
74.7K
$3.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-800- 10.85% |
$38K - $39.8K
|
6.57K
$316K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.22K- 7.03% |
$58.2K - $60.8K
|
16.2K
$780K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.39K+ 1.49% |
$66K - $69K
|
94.4K
$4.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13+ 0.18% |
$618 - $646
|
7.34K
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5KNew |
$238K - $249K
|
5K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
85.9K+ 1026.99% |
$4.08M - $4.27M
|
94.3K
$4.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
7.65KNew |
$364K - $380K
|
7.65K
$368K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
6.5KNew |
$309K - $323K
|
6.5K
$313K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-773- 1.81% |
$36.8K - $38.4K
|
42K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.35K+ 10.86% |
$112K - $117K
|
24K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.07% |
$143 - $149
|
4.36K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.87K- 3.13% |
$327K - $342K
|
212K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.23KNew |
$201K - $210K
|
4.23K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.25% |
$143 - $149
|
243
$11.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-431- 43.49% |
$20.5K - $21.4K
|
560
$27K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.5% |
$380 - $398
|
1.6K
$76.8K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.66K+ 28.48% |
$317K - $331K
|
30.1K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26K- 7.0% |
$1.24M - $1.29M
|
345K
$16.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.4K+ 2.72% |
$162K - $169K
|
128K
$6.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-643- 22.11% |
$30.6K - $32K
|
2.27K
$109K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.41% |
$809 - $845
|
4.12K
$198K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.29K- 8.42% |
$61.3K - $64K
|
14K
$674K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
369+ 2.36% |
$17.5K - $18.3K
|
16K
$771K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-258- 2.15% |
$12.3K - $12.8K
|
11.7K
$564K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.09% |
$1.19K - $1.24K
|
28.6K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-785- 10.57% |
$37.3K - $39K
|
6.64K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-63.7K- 86.06% |
$3.03M - $3.17M
|
10.3K
$497K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-253- 4.44% |
$12K - $12.6K
|
5.45K
$262K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.76K- 46.92% |
$179K - $187K
|
4.25K
$204K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.83K+ 2.25% |
$468K - $489K
|
447K
$21.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-49- 0.23% |
$2.33K - $2.44K
|
21.3K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.23K+ 3.26% |
$249K - $260K
|
165K
$7.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.41K- 19.71% |
$352K - $368K
|
30.2K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-792- 8.83% |
$37.7K - $39.4K
|
8.17K
$393K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
254+ 2.06% |
$12.1K - $12.6K
|
12.6K
$604K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.9KNew |
$90.2K - $94.2K
|
1.9K
$91.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
126+ 0.42% |
$5.99K - $6.26K
|
29.8K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
334+ 0.41% |
$15.9K - $16.6K
|
82.6K
$3.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.89K- 19.67% |
$137K - $144K
|
11.8K
$568K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-769- 3.84% |
$36.6K - $38.2K
|
19.3K
$927K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.41KNew |
$210K - $219K
|
4.41K
$212K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.78K+ 7.83% |
$275K - $287K
|
79.6K
$3.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
11.6K+ 48.71% |
$553K - $577K
|
35.5K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.27K- 21.97% |
$346K - $361K
|
25.8K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-558- 0.34% |
$26.5K - $27.7K
|
163K
$7.85M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
259+ 7.6% |
$12.3K - $12.9K
|
3.67K
$176K
|
|