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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
609
shares
|
$67,300
0.0% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
523
shares
|
$57,796
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
388
shares
|
$42,877
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
364
shares
|
$40,225
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
352
shares
|
$38,899
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
345
shares
|
$38,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
332
shares
|
$36,689
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
289
shares
|
$31,937
0.0% of portfolio
|
Q3 2025
Reduced 96.32%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
263
shares
|
$29,064
0.0% of portfolio
|
Q1 2025
Reduced 57.51%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
187
shares
|
$20,665
0.0% of portfolio
|
Q3 2024
Reduced 98.14%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
184
shares
|
$20,333
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
182
shares
|
$20,112
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
100
shares
|
$11,051
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
97
shares
|
$10,719
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
97
shares
|
$10,719
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
67
shares
|
$7,404
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
54
shares
|
$5,967
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
53
shares
|
$5,857
0.0% of portfolio
|
Q2 2024
Reduced 52.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
52
shares
|
$5,746
0.0% of portfolio
|
Q3 2025
Reduced 54.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
50
shares
|
$5,525
0.0% of portfolio
|
Q2 2025
Reduced 40.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
45
shares
|
$4,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
35
shares
|
$3,867
0.0% of portfolio
|
Q1 2024
Reduced 85.11%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
32
shares
|
$3,536
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30
shares
|
$3,315
0.0% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
26
shares
|
$2,873
0.0% of portfolio
|
Q3 2025
Reduced 88.18%
|
|