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 122 institutions that hold shares in the stock, with a total of 3.04 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,618
shares
|
$632,025
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
5,606
shares
|
$630,675
0.07% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
5,500
shares
|
$618,750
0.11% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,172
shares
|
$581,850
0.04% of portfolio
|
Q2 2024
Reduced 36.2%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,848
shares
|
$545,400
0.0% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,709
shares
|
$529,762
0.0% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
4,650
shares
|
$523,125
0.25% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
4,601
shares
|
$517,612
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
|
$470,025
0.52% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
4,033
shares
|
$453,712
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
3,770
shares
|
$424,125
0.0% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
3,598
shares
|
$404,775
0.17% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
3,562
shares
|
$400,725
0.26% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,379
shares
|
$380,137
0.01% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,318
shares
|
$373,275
0.0% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
3,193
shares
|
$359,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,104
shares
|
$349,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
3,088
shares
|
$347,400
0.24% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,085
shares
|
$347,062
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,958
shares
|
$332,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
2,899
shares
|
$326,137
0.09% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,762
shares
|
$310,725
0.05% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
2,490
shares
|
$280,125
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,468
shares
|
$277,650
0.0% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,460
shares
|
$276,750
0.0% of portfolio
|
Q2 2025
Reduced 14.52%
|