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 129 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
5,500
shares
|
$399,465
0.1% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,387
shares
|
$391,257
0.0% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,172
shares
|
$375,642
0.0% of portfolio
|
Q2 2024
Reduced 36.2%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,933
shares
|
$358,283
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
4,818
shares
|
$349,931
0.25% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,785
shares
|
$347,534
0.01% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,757
shares
|
$345,500
0.0% of portfolio
|
Q4 2024
Added 418.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,273
shares
|
$310,347
0.01% of portfolio
|
Q4 2024
Reduced 51.57%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
4,209
shares
|
$305,699
0.59% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
4,032
shares
|
$292,844
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,992
shares
|
$289,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
3,927
shares
|
$285,218
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,810
shares
|
$276,720
0.28% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,721
shares
|
$270,256
0.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,574
shares
|
$259,579
0.0% of portfolio
|
Q4 2024
Reduced 53.72%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
3,485
shares
|
$253,115
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,210
shares
|
$233,142
0.01% of portfolio
|
Q4 2024
Reduced 73.06%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
3,113
shares
|
$226,097
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
3,110
shares
|
$225,879
0.23% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,085
shares
|
$224,063
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,990
shares
|
$217,163
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,958
shares
|
$214,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
2,902
shares
|
$210,772
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,844
shares
|
$206,559
0.05% of portfolio
|
Q1 2025
Reduced 50.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
2,829
shares
|
$205,470
0.01% of portfolio
|
Q4 2024
New holding
|