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 132 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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
2,748
shares
|
$303,681
0.09% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,733
shares
|
$302,023
0.0% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,665
shares
|
$294,509
0.0% of portfolio
|
Q3 2025
Reduced 79.76%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
2,490
shares
|
$275,169
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,415
shares
|
$266,881
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
2,337
shares
|
$258,261
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,213
shares
|
$244,558
0.0% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,186
shares
|
$241,574
0.0% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
2,180
shares
|
$240,911
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,177
shares
|
$240,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,156
shares
|
$238,259
0.03% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
2,106
shares
|
$232,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,070
shares
|
$228,755
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
1,973
shares
|
$218,036
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,903
shares
|
$210,300
0.03% of portfolio
|
Q3 2025
Reduced 77.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,851
shares
|
$204,554
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,300
shares
|
$143,663
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,133
shares
|
$125,207
0.0% of portfolio
|
Q1 2024
Added 4257.69%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
985
shares
|
$108,852
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
889
shares
|
$98,243
0.06% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
840
shares
|
$92,828
0.0% of portfolio
|
Q1 2023
Added 57.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
840
shares
|
$92,828
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
806
shares
|
$89,071
0.0% of portfolio
|
Q3 2025
Reduced 65.72%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
796
shares
|
$87,965
0.0% of portfolio
|
Q2 2025
Reduced 52.13%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
704
shares
|
$77,799
0.0% of portfolio
|
Q3 2025
New holding
|
|