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 126 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,080
shares
|
$622,332
0.08% of portfolio
|
Q2 2023
Added 10.59%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,189
shares
|
$544,013
0.17% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
5,844
shares
|
$513,687
0.23% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,802
shares
|
$509,995
0.0% of portfolio
|
Q1 2025
Added 62.34%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
5,683
shares
|
$499,535
0.0% of portfolio
|
Q1 2025
Reduced 92.79%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,617
shares
|
$493,734
0.03% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,606
shares
|
$492,767
0.06% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,586
shares
|
$491,009
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,560
shares
|
$488,724
0.0% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
5,500
shares
|
$483,450
0.1% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,172
shares
|
$454,618
0.03% of portfolio
|
Q2 2024
Reduced 36.2%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
4,818
shares
|
$423,502
0.23% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
4,775
shares
|
$419,722
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
4,600
shares
|
$404,340
0.0% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
4,209
shares
|
$369,971
0.55% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
4,032
shares
|
$354,412
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
3,927
shares
|
$345,183
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
3,921
shares
|
$344,655
0.0% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
3,810
shares
|
$334,899
0.26% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,636
shares
|
$319,604
0.01% of portfolio
|
Q1 2025
Reduced 14.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,598
shares
|
$316,264
0.0% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,485
shares
|
$306,331
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
3,110
shares
|
$273,369
0.2% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,104
shares
|
$272,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,085
shares
|
$271,171
0.01% of portfolio
|
Q4 2024
New holding
|