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 120 institutions that hold shares in the stock, with a total of 2.51 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,271
shares
|
$206,729
0.0% of portfolio
|
Q3 2024
Reduced 67.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
2,243
shares
|
$204,180
0.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,838
shares
|
$167,313
0.0% of portfolio
|
Q1 2024
Reduced 14.03%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,188
shares
|
$108,143
0.0% of portfolio
|
Q3 2024
Reduced 99.9%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,133
shares
|
$103,136
0.0% of portfolio
|
Q1 2024
Added 4257.69%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,023
shares
|
$93,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
918
shares
|
$83,565
0.0% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
875
shares
|
$79,651
0.06% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
840
shares
|
$76,465
0.0% of portfolio
|
Q1 2023
Added 57.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
837
shares
|
$76,192
0.0% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
619
shares
|
$56,347
0.0% of portfolio
|
Q3 2024
Reduced 65.34%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
615
shares
|
$55,983
0.02% of portfolio
|
Q3 2022
Reduced 0.97%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
612
shares
|
$55,710
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
609
shares
|
$55,437
0.0% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
388
shares
|
$35,319
0.03% of portfolio
|
Q3 2024
Reduced 35.12%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
364
shares
|
$33,134
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
352
shares
|
$32,042
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
254
shares
|
$23,121
0.0% of portfolio
|
Q3 2024
Added 133.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
249
shares
|
$22,666
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
240
shares
|
$21,847
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
204
shares
|
$18,570
0.01% of portfolio
|
Q1 2024
Added 155.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
187
shares
|
$17,022
0.0% of portfolio
|
Q3 2024
Reduced 98.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
184
shares
|
$16,749
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
182
shares
|
$16,567
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
178
shares
|
$16,203
0.01% of portfolio
|
Q3 2024
New holding
|