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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
2,414
shares
|
$271,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,351
shares
|
$264,487
0.0% of portfolio
|
Q2 2025
Added 53.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,202
shares
|
$247,725
0.04% of portfolio
|
Q2 2025
Reduced 86.19%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
2,180
shares
|
$245,250
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,126
shares
|
$239,175
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,077
shares
|
$233,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
1,973
shares
|
$221,962
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$146,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,133
shares
|
$127,462
0.0% of portfolio
|
Q1 2024
Added 4257.69%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,063
shares
|
$119,587
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
985
shares
|
$110,812
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
921
shares
|
$103,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
888
shares
|
$99,900
0.05% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
840
shares
|
$94,500
0.0% of portfolio
|
Q1 2023
Added 57.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
839
shares
|
$94,387
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
796
shares
|
$89,550
0.0% of portfolio
|
Q2 2025
Reduced 52.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
609
shares
|
$68,512
0.0% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
522
shares
|
$58,725
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
388
shares
|
$43,650
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
364
shares
|
$40,950
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
352
shares
|
$39,600
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
311
shares
|
$34,987
0.01% of portfolio
|
Q1 2025
Added 29.58%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
263
shares
|
$29,587
0.0% of portfolio
|
Q1 2025
Reduced 57.51%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
220
shares
|
$24,750
0.0% of portfolio
|
Q2 2025
Added 54.93%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
204
shares
|
$22,950
0.01% of portfolio
|
Q2 2025
New holding
|