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 43 institutions that hold shares in the stock, with a total of 1.06 Million shares, which have been reported (via 13F filing form) to have a value of $54 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,303
shares
|
$165,116
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,565
shares
|
$128,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,561
shares
|
$128,024
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,749
shares
|
$87,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,050
shares
|
$52,489
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
786
shares
|
$39,292
0.0% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
743
shares
|
$37,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
475
shares
|
$23,745
0.0% of portfolio
|
Q1 2021
Reduced 72.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
434
shares
|
$21,695
0.01% of portfolio
|
Q1 2024
Reduced 5.03%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
325
shares
|
$16,246
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
305
shares
|
$15,246
0.01% of portfolio
|
Q3 2024
Reduced 68.49%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
300
shares
|
$14,997
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
287
shares
|
$14,347
0.01% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
138
shares
|
$6,898
0.0% of portfolio
|
Q3 2024
Reduced 70.7%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
49
shares
|
$2,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$99
0.0% of portfolio
|
Q2 2023
Reduced 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$49
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|