Institutional Ownership Invesco ETF Tr Ii S&P 500 High (SPHB)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHB). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $305 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
5,606
shares
|
$568,168
0.07% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
5,500
shares
|
$557,425
0.11% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,172
shares
|
$524,182
0.04% of portfolio
|
Q2 2024
Reduced 36.2%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,848
shares
|
$491,344
0.0% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,709
shares
|
$477,257
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
4,650
shares
|
$471,277
0.25% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
4,601
shares
|
$466,311
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
4,178
shares
|
$423,440
0.52% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
4,032
shares
|
$408,643
0.14% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,810
shares
|
$386,143
0.3% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
3,770
shares
|
$382,089
0.0% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
3,591
shares
|
$363,947
0.16% of portfolio
|
Q2 2025
Reduced 38.55%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
3,562
shares
|
$361,008
0.26% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,379
shares
|
$342,461
0.01% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,318
shares
|
$336,279
0.0% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,193
shares
|
$323,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
3,172
shares
|
$321,482
0.01% of portfolio
|
Q2 2025
Reduced 19.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,104
shares
|
$314,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
3,088
shares
|
$312,968
0.24% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,085
shares
|
$312,664
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,958
shares
|
$299,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
2,899
shares
|
$293,813
0.09% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,844
shares
|
$288,239
0.05% of portfolio
|
Q1 2025
Reduced 50.86%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,490
shares
|
$252,361
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,468
shares
|
$250,131
0.0% of portfolio
|
Q2 2025
Reduced 5.51%
|