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 |
|---|---|---|---|---|---|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,238
shares
|
$112,235
0.04% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,150
shares
|
$107,822
0.02% of portfolio
|
Q2 2021
Added 252.46%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,144
shares
|
$107,521
0.02% of portfolio
|
Q3 2024
Reduced 62.81%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
2,001
shares
|
$100,350
0.02% of portfolio
|
Q1 2024
Added 200000.0%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
2,000
shares
|
$100,300
0.06% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,987
shares
|
$99,648
0.08% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,980
shares
|
$99,297
0.0% of portfolio
|
Q2 2024
Reduced 41.05%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,883
shares
|
$94,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,853
shares
|
$92,927
0.04% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,610
shares
|
$80,741
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,567
shares
|
$78,585
0.04% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,424
shares
|
$71,413
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,407
shares
|
$70,561
0.0% of portfolio
|
Q3 2023
Reduced 47.48%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,375
shares
|
$68,956
0.01% of portfolio
|
Q4 2022
Added 14.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,309
shares
|
$65,646
0.0% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,226
shares
|
$61,483
0.02% of portfolio
|
Q2 2021
Reduced 97.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,207
shares
|
$60,531
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,197
shares
|
$60,029
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,178
shares
|
$59,076
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,102
shares
|
$55,265
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$50,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
930
shares
|
$46,639
0.0% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
899
shares
|
$45,084
0.03% of portfolio
|
Q3 2024
Added 190.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
820
shares
|
$41,123
0.03% of portfolio
|
Q1 2023
Reduced 90.44%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
766
shares
|
$38,414
0.0% of portfolio
|
Q3 2024
Added 6863.64%
|