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 384 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
16,028
shares
|
$771,427
0.05% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,978
shares
|
$769,021
0.07% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,763
shares
|
$758,673
0.02% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
15,735
shares
|
$757,325
0.33% of portfolio
|
Q1 2023
Reduced 2.88%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
15,625
shares
|
$752,031
0.04% of portfolio
|
Q3 2025
Added 25.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
15,525
shares
|
$747,218
0.02% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
15,480
shares
|
$745,052
0.03% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
15,404
shares
|
$741,394
0.36% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
15,288
shares
|
$735,811
0.15% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
15,252
shares
|
$734,078
1.61% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
15,079
shares
|
$725,752
0.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
14,990
shares
|
$721,468
0.25% of portfolio
|
Q3 2025
Added 17.9%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
14,590
shares
|
$702,216
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
14,043
shares
|
$675,889
0.09% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
14,011
shares
|
$674,349
0.08% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,010
shares
|
$674,301
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
14,000
shares
|
$673,820
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,900
shares
|
$669,007
0.06% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,812
shares
|
$664,771
0.01% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
13,684
shares
|
$658,610
0.23% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,572
shares
|
$653,220
0.0% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
13,122
shares
|
$631,561
0.0% of portfolio
|
Q3 2025
Reduced 86.78%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
12,904
shares
|
$621,069
0.23% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,558
shares
|
$604,416
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,551
shares
|
$604,079
0.02% of portfolio
|
Q2 2020
Added 70.65%
|
|