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 129 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
245
shares
|
$21,775
0.0% of portfolio
|
Q2 2023
Reduced 24.62%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
239
shares
|
$21,242
0.01% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
204
shares
|
$18,131
0.01% of portfolio
|
Q1 2024
Added 155.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
187
shares
|
$16,620
0.0% of portfolio
|
Q3 2024
Reduced 98.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
184
shares
|
$16,353
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
182
shares
|
$16,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
175
shares
|
$15,554
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
159
shares
|
$14,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
109
shares
|
$9,687
0.0% of portfolio
|
Q2 2024
Reduced 24.31%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
105
shares
|
$9,332
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
101
shares
|
$8,976
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
84
shares
|
$7,465
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
70
shares
|
$6,221
0.0% of portfolio
|
Q3 2024
Reduced 94.35%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
67
shares
|
$5,954
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
60
shares
|
$5,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
53
shares
|
$4,710
0.0% of portfolio
|
Q2 2024
Reduced 52.25%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
35
shares
|
$3,110
0.0% of portfolio
|
Q1 2024
Reduced 85.11%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
34
shares
|
$3,021
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
34
shares
|
$3,021
0.0% of portfolio
|
Q3 2024
Reduced 61.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30
shares
|
$2,666
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
28
shares
|
$2,488
0.0% of portfolio
|
Q2 2024
Reduced 94.35%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
25
shares
|
$2,222
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
6
shares
|
$533
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
6
shares
|
$533
0.0% of portfolio
|
Q2 2024
Reduced 99.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|