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 45 institutions that hold shares in the stock, with a total of 1.13 Million shares, which have been reported (via 13F filing form) to have a value of $56 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,320
shares
|
$162,846
0.02% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,125
shares
|
$153,281
0.0% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,583
shares
|
$126,696
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,525
shares
|
$123,851
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,894
shares
|
$92,900
0.0% of portfolio
|
Q4 2024
Added 140.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,769
shares
|
$86,769
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,502
shares
|
$73,673
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
475
shares
|
$23,298
0.0% of portfolio
|
Q1 2021
Reduced 72.63%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
434
shares
|
$21,287
0.01% of portfolio
|
Q1 2024
Reduced 5.03%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
325
shares
|
$15,941
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
300
shares
|
$14,715
0.01% of portfolio
|
Q1 2024
Added 89.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$14,715
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
211
shares
|
$10,349
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
182
shares
|
$8,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
138
shares
|
$6,768
0.0% of portfolio
|
Q3 2024
Reduced 70.7%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
133
shares
|
$6,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
49
shares
|
$2,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
11
shares
|
$539
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
|