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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
465+ 22.14% |
$20.6K - $23.3K
|
2.57K
$123K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 71.74% |
$596K - $672K
|
5.29K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 4.0% |
$44.4 - $50
|
26
$1.25K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
100+ 0.92% |
$4.44K - $5K
|
10.9K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 38.46% |
$222 - $250
|
8
$385
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
17+ 6.14% |
$754 - $851
|
294
$14.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 0.9% |
$488 - $550
|
1.23K
$59.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
104K+ 886.46% |
$4.63M - $5.22M
|
116K
$5.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
32New |
$1.42K - $1.6K
|
32
$1.54K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.4K+ 330.73% |
$62.1K - $70K
|
1.82K
$87.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
219+ 1.13% |
$9.72K - $11K
|
19.7K
$946K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
6.31KNew |
$297K - $320K
|
6.31K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$42.4K - $45.6K
|
900
$43.3K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
36.1K+ 610.2% |
$1.7M - $1.83M
|
42K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-83- 0.85% |
$3.91K - $4.21K
|
9.7K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.68KNew |
$220K - $237K
|
4.68K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
985+ 13.07% |
$46.4K - $49.9K
|
8.52K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.13KNew |
$241K - $260K
|
5.13K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 10.89% |
$4.61K - $4.97K
|
802
$38.6K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 27.1% |
$135K - $145K
|
7.7K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.7KNew |
$835K - $898K
|
17.7K
$853K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2KNew |
$94.2K - $101K
|
2K
$96.3K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
127New |
$5.98K - $6.44K
|
127
$6.11K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-484- 10.76% |
$22.8K - $24.5K
|
4.02K
$193K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.25KNew |
$388K - $418K
|
8.25K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-112K- 22.96% |
$5.29M - $5.69M
|
377K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.73K+ 12.79% |
$81.4K - $87.7K
|
15.3K
$734K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-243- 2.0% |
$11.4K - $12.3K
|
11.9K
$574K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-412- 4.83% |
$19.4K - $20.9K
|
8.12K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-95- 2.12% |
$4.47K - $4.81K
|
4.38K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
35New |
$1.65K - $1.77K
|
35
$1.68K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
58+ 0.85% |
$2.73K - $2.94K
|
6.92K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
280New |
$13.2K - $14.2K
|
280
$13.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.05K+ 3.06% |
$49.5K - $53.3K
|
35.4K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
100KNew |
$4.71M - $5.07M
|
100K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
39.9KNew |
$1.88M - $2.02M
|
39.9K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
330+ 4.14% |
$15.5K - $16.7K
|
8.3K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-499- 90.4% |
$23.5K - $25.3K
|
53
$2.55K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-72- 3.24% |
$3.39K - $3.65K
|
2.15K
$104K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
14KNew |
$659K - $709K
|
14K
$674K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4KNew |
$188K - $203K
|
4K
$192K
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
558+ 8.44% |
$26.7K - $28.9K
|
7.17K
$345K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-348- 7.09% |
$16.6K - $18K
|
4.56K
$220K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
657+ 9.06% |
$31.4K - $34K
|
7.91K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-716- 1.91% |
$34.2K - $37.1K
|
36.7K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.36KNew |
$65.1K - $70.5K
|
1.36K
$65.6K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
75.4K+ 1467.77% |
$3.6M - $3.9M
|
80.5K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
4.88KNew |
$233K - $252K
|
4.88K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-350- 6.18% |
$16.7K - $18.1K
|
5.31K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-4.48K- 11.32% |
$214K - $232K
|
35.1K
$1.69M
|
|