Institutional Ownership Invesco ETF Tr Ii S&P 500 High (SPHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 High (SPHD). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,390
shares
|
$115,460
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,373
shares
|
$114,639
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,268
shares
|
$109,567
0.01% of portfolio
|
Q4 2023
Reduced 19.32%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,238
shares
|
$108,117
0.04% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,150
shares
|
$103,866
0.02% of portfolio
|
Q2 2021
Added 252.46%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,144
shares
|
$103,576
0.02% of portfolio
|
Q3 2024
Reduced 62.81%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
2,100
shares
|
$101,451
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,001
shares
|
$96,668
0.02% of portfolio
|
Q1 2024
Added 200000.0%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$96,620
0.06% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,987
shares
|
$95,991
0.07% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,980
shares
|
$95,653
0.0% of portfolio
|
Q2 2024
Reduced 41.05%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,853
shares
|
$89,518
0.04% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,610
shares
|
$77,779
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,567
shares
|
$75,701
0.04% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,435
shares
|
$69,324
0.03% of portfolio
|
Q4 2024
Reduced 94.39%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,424
shares
|
$68,793
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,407
shares
|
$67,972
0.0% of portfolio
|
Q3 2023
Reduced 47.48%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,375
shares
|
$66,426
0.01% of portfolio
|
Q4 2022
Added 14.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,309
shares
|
$63,237
0.0% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,226
shares
|
$59,228
0.02% of portfolio
|
Q2 2021
Reduced 97.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,207
shares
|
$58,310
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,207
shares
|
$58,310
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,178
shares
|
$56,909
0.02% of portfolio
|
Q2 2019
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,102
shares
|
$53,237
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,040
shares
|
$50,242
0.04% of portfolio
|
Q4 2024
Reduced 86.68%
|