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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
187
shares
|
$21,037
0.0% of portfolio
|
Q3 2024
Reduced 98.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
184
shares
|
$20,700
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
182
shares
|
$20,475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
150
shares
|
$16,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
115
shares
|
$12,937
0.0% of portfolio
|
Q1 2025
Reduced 98.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
104
shares
|
$11,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
97
shares
|
$10,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
97
shares
|
$10,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
67
shares
|
$7,537
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
60
shares
|
$6,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
53
shares
|
$5,962
0.0% of portfolio
|
Q2 2024
Reduced 52.25%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
50
shares
|
$5,625
0.0% of portfolio
|
Q2 2025
Reduced 40.48%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
36
shares
|
$4,050
0.0% of portfolio
|
Q2 2025
Reduced 62.89%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
35
shares
|
$3,937
0.0% of portfolio
|
Q1 2024
Reduced 85.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30
shares
|
$3,375
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
22
shares
|
$2,475
0.0% of portfolio
|
Q2 2025
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|