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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
182
shares
|
$15,997
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
178
shares
|
$15,646
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
177
shares
|
$15,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
175
shares
|
$15,382
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
150
shares
|
$13,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
142
shares
|
$12,481
0.0% of portfolio
|
Q1 2025
Reduced 81.56%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
115
shares
|
$10,108
0.0% of portfolio
|
Q1 2025
Reduced 98.75%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
104
shares
|
$9,141
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
104
shares
|
$9,141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
97
shares
|
$8,526
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
97
shares
|
$8,526
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
97
shares
|
$8,526
0.0% of portfolio
|
Q1 2025
Reduced 86.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
84
shares
|
$7,383
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
67
shares
|
$5,889
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
60
shares
|
$5,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
54
shares
|
$4,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
53
shares
|
$4,658
0.0% of portfolio
|
Q2 2024
Reduced 52.25%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
35
shares
|
$3,076
0.0% of portfolio
|
Q1 2024
Reduced 85.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30
shares
|
$2,637
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|