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 129 institutions that hold shares in the stock, with a total of 4.21 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
7,261
shares
|
$645,357
0.01% of portfolio
|
Q2 2024
Reduced 19.45%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
7,164
shares
|
$636,736
0.23% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
7,092
shares
|
$630,336
0.01% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,080
shares
|
$629,270
0.08% of portfolio
|
Q2 2023
Added 10.59%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,435
shares
|
$571,942
0.33% of portfolio
|
Q2 2024
Added 131.56%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,206
shares
|
$551,589
0.0% of portfolio
|
Q3 2024
Reduced 49.84%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
5,975
shares
|
$531,058
0.39% of portfolio
|
Q2 2024
Reduced 47.69%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
5,856
shares
|
$520,481
0.09% of portfolio
|
Q2 2024
Added 21.22%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
5,833
shares
|
$518,437
0.26% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
5,739
shares
|
$510,082
0.0% of portfolio
|
Q2 2024
Added 100.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,609
shares
|
$498,527
0.02% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
5,383
shares
|
$478,441
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,172
shares
|
$459,687
0.04% of portfolio
|
Q2 2024
Reduced 36.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,929
shares
|
$438,089
0.02% of portfolio
|
Q2 2024
Reduced 13.9%
|
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
4,726
shares
|
$420,046
0.05% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
4,311
shares
|
$383,161
0.14% of portfolio
|
Q1 2024
Reduced 24.66%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
4,031
shares
|
$358,275
0.13% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,016
shares
|
$356,942
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
3,892
shares
|
$345,920
0.01% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,858
shares
|
$342,899
0.01% of portfolio
|
Q3 2024
Reduced 53.21%
|
|
|
Sequent Asset Management, LLC
|
Jul 26, 2024 Q2 2024 |
3,835
shares
|
$340,854
0.27% of portfolio
|
Q2 2023
Reduced 19.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
3,828
shares
|
$340,232
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
3,801
shares
|
$337,832
0.01% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
3,699
shares
|
$328,767
0.3% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Aug 07, 2024 Q2 2024 |
3,485
shares
|
$309,746
0.27% of portfolio
|
Q4 2023
New holding
|