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 118 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $216 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,839
shares
|
$539,815
0.0% of portfolio
|
Q3 2024
Reduced 52.72%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
5,833
shares
|
$539,260
0.26% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,787
shares
|
$535,008
0.08% of portfolio
|
Q4 2024
Added 101.92%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,701
shares
|
$527,057
0.08% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,609
shares
|
$518,552
0.02% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,172
shares
|
$478,151
0.0% of portfolio
|
Q2 2024
Reduced 36.2%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
5,088
shares
|
$470,385
0.27% of portfolio
|
Q2 2023
Reduced 5.21%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,853
shares
|
$448,659
0.01% of portfolio
|
Q3 2024
Reduced 77.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,507
shares
|
$416,672
0.01% of portfolio
|
Q3 2024
Added 75016.67%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
4,225
shares
|
$390,601
0.66% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
4,031
shares
|
$372,665
0.13% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
3,892
shares
|
$359,815
0.01% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,858
shares
|
$356,672
0.01% of portfolio
|
Q3 2024
Reduced 53.21%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,810
shares
|
$352,234
0.29% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,801
shares
|
$351,402
0.01% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
3,699
shares
|
$341,972
0.3% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
3,485
shares
|
$322,188
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
3,113
shares
|
$287,796
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
2,958
shares
|
$273,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
2,901
shares
|
$268,197
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,700
shares
|
$249,615
0.0% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$248,228
0.0% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
2,436
shares
|
$225,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,413
shares
|
$223,081
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,271
shares
|
$209,953
0.0% of portfolio
|
Q3 2024
Reduced 67.98%
|