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 362 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 $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
275
shares
|
$13,736
0.0% of portfolio
|
Q2 2024
Reduced 90.74%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
270
shares
|
$13,486
0.0% of portfolio
|
Q4 2023
Added 35.68%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
261
shares
|
$13,036
0.0% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
255
shares
|
$12,737
0.0% of portfolio
|
Q4 2019
Reduced 90.76%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
234
shares
|
$11,688
0.0% of portfolio
|
Q3 2024
Reduced 94.42%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
232
shares
|
$11,588
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
221
shares
|
$11,038
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
214
shares
|
$10,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
200
shares
|
$9,990
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
198
shares
|
$9,890
0.0% of portfolio
|
Q3 2024
Reduced 70.18%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
150
shares
|
$7,492
0.0% of portfolio
|
Q4 2022
Reduced 84.86%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
148
shares
|
$7,392
0.0% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
123
shares
|
$6,143
0.0% of portfolio
|
Q3 2024
Added 6050.0%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
123
shares
|
$6,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
118
shares
|
$5,894
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$4,995
0.0% of portfolio
|
Q1 2023
Reduced 99.83%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
100
shares
|
$4,995
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$4,995
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
100
shares
|
$4,995
0.0% of portfolio
|
Q2 2023
Reduced 9.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
100
shares
|
$4,995
0.0% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
100
shares
|
$4,995
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
100
shares
|
$4,995
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
65
shares
|
$3,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
64
shares
|
$3,196
0.0% of portfolio
|
Q3 2024
Reduced 95.65%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
26
shares
|
$1,298
0.0% of portfolio
|
Q3 2024
Added 4.0%
|