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 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
591New |
$28.2K - $30.6K
|
591
$29.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
534+ 6.21% |
$25.5K - $27.6K
|
9.14K
$450K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
500New |
$23.9K - $25.9K
|
500
$24.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 0.57% |
$23.9K - $25.9K
|
88.1K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
446New |
$21.3K - $23.1K
|
446
$22K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
423+ 2.95% |
$20.2K - $21.9K
|
14.8K
$728K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
384New |
$18.3K - $19.9K
|
384
$18.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
337+ 0.19% |
$16.1K - $17.4K
|
174K
$8.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
308+ 2.51% |
$14.7K - $15.9K
|
12.6K
$621K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
306+ 12.8% |
$14.6K - $15.8K
|
2.7K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
285+ 4.02% |
$13.6K - $14.7K
|
7.38K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
277+ 0.42% |
$13.2K - $14.3K
|
66K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
268+ 1.55% |
$12.8K - $13.9K
|
17.5K
$864K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
257+ 1.19% |
$12.3K - $13.3K
|
21.8K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
244New |
$11.7K - $12.6K
|
244
$12K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
240+ 1.68% |
$11.5K - $12.4K
|
14.5K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
223+ 17.04% |
$10.7K - $11.5K
|
1.53K
$75.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
217+ 217.0% |
$10.4K - $11.2K
|
317
$15.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
183+ 2.76% |
$8.74K - $9.47K
|
6.82K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
163+ 1.01% |
$7.79K - $8.44K
|
16.3K
$806K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
150+ 0.49% |
$7.17K - $7.76K
|
30.9K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 3.06% |
$7.17K - $7.76K
|
5.05K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
131+ 0.03% |
$6.26K - $6.78K
|
436K
$21.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
127+ 0.31% |
$6.07K - $6.57K
|
41.3K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
113+ 0.54% |
$5.4K - $5.85K
|
21.1K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
99+ 0.64% |
$4.73K - $5.12K
|
15.7K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
82+ 1.55% |
$3.92K - $4.24K
|
5.38K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
74+ 0.71% |
$3.53K - $3.83K
|
10.6K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
63+ 1.51% |
$3.01K - $3.26K
|
4.24K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59+ 0.82% |
$2.82K - $3.05K
|
7.25K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
56+ 0.29% |
$2.68K - $2.9K
|
19.5K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
47+ 0.74% |
$2.25K - $2.43K
|
6.42K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
46+ 0.82% |
$2.2K - $2.38K
|
5.64K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
39New |
$1.86K - $2.02K
|
39
$1.92K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29+ 0.25% |
$1.39K - $1.5K
|
11.5K
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 0.52% |
$1.24K - $1.35K
|
5.01K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 5.54% |
$1.05K - $1.14K
|
419
$20.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.14% |
$764 - $828
|
11.4K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
13New |
$621 - $673
|
13
$641
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 0.51% |
$573 - $621
|
2.39K
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10+ 0.84% |
$478 - $518
|
1.21K
$59.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9+ 0.01% |
$430 - $466
|
110K
$5.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
7+ 0.17% |
$334 - $362
|
4.1K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.82% |
$287 - $311
|
738
$36.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.38% |
$287 - $311
|
1.57K
$77.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 0.78% |
$191 - $207
|
520
$25.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.54% |
$191 - $207
|
740
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$143 - $155
|
24.1K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3+ 0.05% |
$143 - $155
|
6.51K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2New |
$95.5 - $104
|
2
$98.6
|