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 138 institutions that hold shares in the stock, with a total of 3.86 Million shares, which have been reported (via 13F filing form) to have a value of $426 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
9,100
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,006
shares
|
$995,253
0.0% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
8,860
shares
|
$979,118
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
8,681
shares
|
$959,337
0.0% of portfolio
|
Q3 2025
Added 26.21%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,613
shares
|
$951,822
0.71% of portfolio
|
Q3 2025
Added 126.06%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,080
shares
|
$782,410
0.08% of portfolio
|
Q2 2023
Added 10.59%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
6,631
shares
|
$732,791
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
6,038
shares
|
$667,259
0.0% of portfolio
|
Q3 2025
Reduced 52.34%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
5,800
shares
|
$640,958
0.03% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
5,649
shares
|
$624,270
0.21% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
5,500
shares
|
$607,805
0.11% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,172
shares
|
$571,557
0.04% of portfolio
|
Q2 2024
Reduced 36.2%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
5,112
shares
|
$564,927
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
4,870
shares
|
$538,183
0.06% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,848
shares
|
$535,752
0.0% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
4,837
shares
|
$534,536
0.09% of portfolio
|
Q4 2025
Added 75.13%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
4,650
shares
|
$513,871
0.25% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,620
shares
|
$510,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,388
shares
|
$484,917
0.0% of portfolio
|
Q3 2025
Reduced 70.72%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 14, 2026 Q4 2025 |
4,127
shares
|
$456,074
0.53% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,103
shares
|
$453,422
0.0% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
4,033
shares
|
$445,686
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
3,916
shares
|
$432,757
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,628
shares
|
$400,930
0.0% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
3,604
shares
|
$398,278
0.17% of portfolio
|
Q4 2025
Added 0.17%
|
|