Institutional Ownership Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHD). We have compiled data on the 361 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,298
shares
|
$265,694
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,250
shares
|
$263,287
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
5,135
shares
|
$257,520
0.39% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
5,100
shares
|
$255,765
0.05% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
5,023
shares
|
$251,903
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,983
shares
|
$249,897
0.09% of portfolio
|
Q3 2024
Reduced 19.9%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
4,983
shares
|
$249,897
0.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
4,910
shares
|
$246,236
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
4,910
shares
|
$246,236
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,899
shares
|
$245,684
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
4,895
shares
|
$245,484
0.01% of portfolio
|
Q2 2024
Reduced 49.68%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,858
shares
|
$243,628
0.12% of portfolio
|
Q3 2024
Reduced 42.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,815
shares
|
$241,472
0.03% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,814
shares
|
$241,422
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$240,720
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,782
shares
|
$239,817
0.0% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
4,689
shares
|
$235,153
0.01% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
4,602
shares
|
$230,790
0.03% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,589
shares
|
$230,138
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,551
shares
|
$228,232
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
4,500
shares
|
$225,675
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,499
shares
|
$225,624
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
4,450
shares
|
$223,167
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,442
shares
|
$222,766
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
4,405
shares
|
$220,910
0.11% of portfolio
|
Q3 2024
New holding
|