Institutional Ownership Invesco ETF Tr Ii S&P 500 Enha (SPVU)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Enha (SPVU). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $55.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,583
shares
|
$132,172
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,525
shares
|
$129,204
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,894
shares
|
$96,915
0.0% of portfolio
|
Q4 2024
Added 140.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,759
shares
|
$90,008
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,502
shares
|
$76,857
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
653
shares
|
$33,414
0.0% of portfolio
|
Q4 2024
Reduced 37.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
475
shares
|
$24,305
0.0% of portfolio
|
Q1 2021
Reduced 72.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
434
shares
|
$22,207
0.01% of portfolio
|
Q1 2024
Reduced 5.03%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
325
shares
|
$16,630
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
300
shares
|
$15,351
0.01% of portfolio
|
Q1 2024
Added 89.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$15,351
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
211
shares
|
$10,796
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
182
shares
|
$9,312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
138
shares
|
$7,061
0.0% of portfolio
|
Q3 2024
Reduced 70.7%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
133
shares
|
$6,805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
49
shares
|
$2,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
11
shares
|
$562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|