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 131 institutions that hold shares in the stock, with a total of 3.82 Million shares, which have been reported (via 13F filing form) to have a value of $422 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,006
shares
|
$995,253
0.0% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
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%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,701
shares
|
$630,017
0.03% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
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 |
Nov 05, 2025 Q3 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%
|
|
|
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%
|
|
|
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 |
Oct 29, 2025 Q3 2025 |
4,192
shares
|
$463,257
0.53% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
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
|
Oct 16, 2025 Q3 2025 |
4,033
shares
|
$445,686
0.16% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
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.
|
Oct 14, 2025 Q3 2025 |
3,598
shares
|
$397,614
0.17% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
3,562
shares
|
$393,636
0.26% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
3,427
shares
|
$378,717
0.27% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,175
shares
|
$350,869
0.01% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,104
shares
|
$343,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,085
shares
|
$340,923
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,958
shares
|
$326,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,762
shares
|
$305,228
0.05% of portfolio
|
Q3 2025
Reduced 2.88%
|
|