Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 High (SPHD)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 High (SPHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
232K+ 4597.5% |
$10.9M - $11.5M
|
237K
$11.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
129K+ 1124.77% |
$6.05M - $6.4M
|
140K
$6.75M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
68.3K+ 58.23% |
$3.21M - $3.4M
|
186K
$8.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.6K+ 69.66% |
$2.7M - $2.86M
|
140K
$6.75M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
51.7K+ 59.88% |
$2.43M - $2.57M
|
138K
$6.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.27K+ 188.01% |
$388K - $411K
|
12.7K
$609K
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
4.78KNew |
$225K - $238K
|
4.78K
$230K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.37K+ 53.31% |
$205K - $217K
|
12.6K
$604K
|
|
|
Jan 27, 2026
Q4 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.32K+ 2.0% |
$156K - $165K
|
169K
$8.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.16KNew |
$148K - $157K
|
3.16K
$152K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.41K+ 7.55% |
$113K - $120K
|
34.3K
$1.65M
|
|
|
Jan 27, 2026
Q4 2025
|
Meritage Portfolio Management
|
BUY
|
- |
2.35K+ 6.62% |
$110K - $117K
|
37.8K
$1.82M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.95K+ 32.26% |
$91.6K - $97K
|
8K
$385K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.68KNew |
$78.8K - $83.4K
|
1.68K
$80.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 9.91% |
$53.3K - $56.5K
|
12.6K
$606K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1K+ 1.34% |
$47.1K - $49.9K
|
75.7K
$3.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
740+ 3.79% |
$34.8K - $36.8K
|
20.3K
$975K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
650+ 7.83% |
$30.5K - $32.3K
|
8.95K
$431K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
603+ 2.35% |
$28.3K - $30K
|
26.3K
$1.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
600+ 11.19% |
$28.2K - $29.8K
|
5.96K
$287K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
451+ 3.85% |
$21.2K - $22.4K
|
12.2K
$586K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
379+ 1.97% |
$17.8K - $18.8K
|
19.6K
$945K
|
|
|
Jan 28, 2026
Q4 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
277+ 4.17% |
$13K - $13.8K
|
6.92K
$333K
|
|
|
Jan 26, 2026
Q4 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
274+ 3.38% |
$12.9K - $13.6K
|
8.39K
$404K
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
273+ 7.45% |
$12.8K - $13.6K
|
3.94K
$190K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
262+ 0.45% |
$12.3K - $13K
|
57.9K
$2.79M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
150+ 0.56% |
$7.04K - $7.46K
|
26.9K
$1.29M
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
111+ 1.91% |
$5.21K - $5.52K
|
5.93K
$286K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
111+ 1.38% |
$5.21K - $5.52K
|
8.14K
$392K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 1.22% |
$3.33K - $3.53K
|
5.87K
$283K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70+ 76.09% |
$3.29K - $3.48K
|
162
$7.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
48+ 1.15% |
$2.25K - $2.39K
|
4.22K
$203K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$1.55K - $1.64K
|
33
$1.59K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
10+ 3.92% |
$470 - $497
|
265
$12.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.63% |
$470 - $497
|
1.61K
$77.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.29% |
$282 - $298
|
2.06K
$99.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.04% |
$282 - $298
|
15.3K
$736K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 1.32% |
$188 - $199
|
307
$14.8K
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$141 - $149
|
24.6K
$1.18M
|
|
|
Jan 28, 2026
Q4 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 10.0% |
$93.9 - $99.5
|
22
$1.06K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.15% |
$93.9 - $99.5
|
1.37K
$65.8K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
695KNew |
$33M - $34.5M
|
695K
$33.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92K+ 17.08% |
$4.38M - $4.57M
|
631K
$30.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
85.9K+ 1026.99% |
$4.08M - $4.27M
|
94.3K
$4.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.4K+ 5.9% |
$3.11M - $3.25M
|
1.18M
$56.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.6K+ 19.15% |
$2.02M - $2.11M
|
265K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
41KNew |
$1.95M - $2.04M
|
41K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
39KNew |
$1.85M - $1.94M
|
39K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
34.5K+ 99.52% |
$1.64M - $1.71M
|
69.1K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.4KNew |
$1.26M - $1.31M
|
26.4K
$1.27M
|
|