Kovitz Investment Group Partners, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$44.37 - $50.04 $197,224 - $222,427	4,445 New	4,445 $211,000

Others Institutions Holding SPHD

# of Institutions

383

Shares Held

22.1M

Call Options Held

27.4K

Put Options Held

9.3K

Morgan Stanley New York, NY

2.61M
Shares

$126 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.24M
Shares

$108 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.18M
Shares

$56.6 Million
0.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

929K
Shares

$44.7 Million
0.09% of portfolio
Franklin Resources Inc San Mateo, CA

716K
Shares

$34.5 Million
0.01% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

More about SPHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.