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Disclosery

SPHD INVESCO EXCH TRADED FD TR II

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S&P500 HDL VOL (fund)

341 managers (351 13F filers) reported a position in SPHD shares at 2025-03-31, 24,738,115 shares in all. 32 filers opened a position and 41 filers sold out during the quarter.

Managers
341
13F filers
351
New
32
Added
133
Reduced
104
Sold out
41
Shares held by filers
24,738,115

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
INDEPENDENT FINANCIAL GROUP, LLC6,988$351K0.01%+2713F-HRTimeline
Alpha Financial Partners LLC6,918$347K0.28%+5813F-HRTimeline
LANARK FINANCIAL, INC.6,735$338K0.03%+6,72713F-HRTimeline
COMERICA BANK6,643$334K<0.01%-71313F-HRTimeline
Modern Wealth Management, LLC6,615$332K0.01%-55813F-HR/ATimeline
NCM Capital Management, LLC6,500$326K0.15%-20013F-HRTimeline
SMITH, MOORE & CO.6,375$320K0.03%+20013F-HRTimeline
Safe Harbor Fiduciary, LLC6,358$319K0.33%013F-HRTimeline
SYKON CAPITAL LLC6,308$317K0.12%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,179$310K0.13%013F-HRTimeline
Haverford Trust Co6,000$301K<0.01%013F-HRTimeline
HRT FINANCIAL LP5,970$299K<0.01%new13F-HRTimeline
Herold Advisors, Inc.5,943$299K0.07%+413F-HRTimeline
Waterloo Capital, L.P.5,908$297K0.03%-11013F-HRTimeline
Advisory Services Network, LLC5,860$294K0.01%+9813F-HRTimeline
N.E.W. Advisory Services LLC5,807$292K0.02%new13F-HRTimeline
Focus Financial Network, Inc.5,689$286K0.01%+4713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,650$284K<0.01%013F-HRTimelineGroup
Pacific Sun Financial Corp5,520$277K0.16%-4013F-HRTimeline
Joseph P. Lucia & Associates, LLC5,385$270K0.12%013F-HRTimeline
TD Waterhouse Canada Inc.5,407$270K<0.01%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,339$268K0.01%-1,08013F-HRTimelineGroup
BOS Asset Management, LLC5,312$267K0.09%013F-HRTimeline
MGO ONE SEVEN LLC5,298$266K0.01%-8213F-HRTimeline
Meridian Wealth Advisors, LLC5,250$264K0.04%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,127$258K<0.01%new13F-HRTimeline
Tyler-Stone Wealth Management5,100$256K0.05%013F-HRTimeline
Capital Advisors Wealth Management, LLC4,952$249K0.04%-3313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,937$248K<0.01%-10,81613F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,877$245K0.03%013F-HRTimelineGroup
Good Life Advisors, LLC4,869$245K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,797$241K<0.01%-2,02013F-HRTimelineGroup
Grandview Asset Management LLC4,760$239K0.09%+34713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,713$237K0.01%-29,21913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,677$235K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co4,553$229K0.02%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,520$227K0.02%+4,07013F-HRTimelineGroup
ORG Partners LLC4,500$225K0.06%013F-HRTimeline
NFSG Corp4,416$222K0.05%-59313F-HRTimeline
Berkeley Capital Partners, LLC4,377$220K0.06%-9513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,376$220K<0.01%+1,68013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC4,340$218K0.05%-2113F-HRTimeline
Principle Wealth Partners LLC4,272$215K0.02%013F-HRTimeline
Armbruster Capital Management, Inc.4,234$213K0.04%+513F-HRTimeline
Heritage Trust Co4,180$210K0.03%-37113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,155$209K0.11%+1013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,146$208K0.02%-9213F-HRTimeline
PDS Planning, Inc4,110$206K0.02%+613F-HRTimeline
HARBOUR INVESTMENTS, INC.4,070$204K0.01%+213F-HRTimeline
Independent Wealth Network Inc.4,036$203K0.08%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,015$202K<0.01%-48413F-HRTimelineGroup
Norris Financial Group, LLC4,009$201K0.09%new13F-HRTimeline
Advisory Alpha, LLC3,997$201K0.01%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,899$196K<0.01%-107,93213F-HRTimelineGroup
IFP Advisors, Inc3,812$192K0.01%-16213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,781$190K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC3,682$185K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,311$166K<0.01%013F-HRTimelineGroup
Copia Wealth Management3,275$165K0.15%+1,84813F-HRTimeline
Olistico Wealth, LLC3,169$159K0.1%+313F-HRTimeline
Capital Advisors, Ltd. LLC2,929$147K0.02%-16813F-HRTimeline
AE Wealth Management LLC2,915$146K<0.01%+46013F-HRTimeline
BLAIR WILLIAM & CO/IL2,889$145K<0.01%+613F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.2,573$129K0.44%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,401$121K0.02%-213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,385$115K<0.01%013F-HRTimelineGroup
Arax Advisory Partners2,173$109K0.01%-1,17213F-HRTimeline
Provident Wealth Management, LLC2,152$108K0.04%-7213F-HRTimeline
AdvisorNet Financial, Inc2,105$106K0.01%-16313F-HRTimeline
Crews Bank & Trust2,100$105K0.02%013F-HRTimeline
Robinswood Financial LLC2,074$104K0.04%-1,27413F-HRTimeline
TSFG, LLC2,001$101K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,000$100K<0.01%new13F-HRTimeline
IFS Advisors, LLC1,987$99.8K0.08%013F-HRTimeline
Cooksen Wealth, LLC2,172$96.4K0.1%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,853$93.1K0.04%013F-HRTimeline
Cedar Wealth Management, LLC1,610$80.9K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,580$79.4K0.04%+713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,485$75K<0.01%-4713F-HRTimelineGroup
MGB Wealth Management, LLC1,417$71.2K0.03%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,407$70.7K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC1,375$69.1K0.01%013F-HRTimeline
10Elms LLP1,363$68.5K0.07%013F-HRTimeline
Luminist Capital LLC1,367$68.3K0.07%new13F-HRTimeline
Financial Perspectives, Inc1,226$61.6K0.02%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,217$61.1K0.02%+1013F-HRTimeline
Tidemark, LLC1,207$60.6K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,132$56.9K0.04%+913F-HRTimeline
Future Financial Wealth Managment LLC1,102$55.4K0.04%013F-HRTimeline
Blue Trust, Inc.906$45.5K<0.01%+38613F-HRTimeline
Federation des caisses Desjardins du Qu…900$45.2K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC861$43.2K0.04%13F-HRTimeline
Clearstead Advisors, LLC802$40.3K<0.01%-9813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…766$38.5K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC744$37.4K0.01%+613F-HRTimeline
Financial Freedom, LLC743$37.3K0.02%+313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.724$36.4K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV690$34.7K<0.01%+213F-HRTimeline
HAZLETT, BURT & WATSON, INC.670$34K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC701$33.9K<0.01%013F-HRTimeline
MAI Capital Management625$31.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.560$28.1K0.01%013F-HRTimeline
Archer Investment Corp550$27.6K0.01%013F-HRTimeline
MCF Advisors LLC541$27.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC529$27K<0.01%013F-HRTimelineGroup
Trust Co530$26.6K<0.01%013F-HRTimeline
Key Financial Inc500$25.1K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…423$21.3K<0.01%+413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…400$20.1K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC384$19.3K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.417$18.5K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC317$15.9K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC300$15.1K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL300$15.1K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC280$14.1K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC297$14K<0.01%+213F-HRTimeline
Painted Porch Advisors LLC277$13.9K0.01%-5113F-HRTimeline
CITY HOLDING CO270$13.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC261$13.1K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC237$11.2K<0.01%+113F-HRTimeline
Running Point Capital Advisors, LLC214$10.8K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC186$9.32K<0.01%+213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV150$7.54K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC127$6.38K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC118$5.93K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…100$5K<0.01%013F-HRTimeline
Bogart Wealth, LLC64$3.21K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC53$2.66K<0.01%-49913F-HRTimeline
North Capital, Inc.35$1.76K<0.01%13F-HRTimeline
Hughes Financial Services, LLC35$1.75K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.25$1.28K<0.01%013F-HRTimeline
SIGNATUREFD, LLC23$1.18K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton19$954<0.01%013F-HRTimeline
GAMMA Investing LLC13$653<0.01%new13F-HR/ATimeline
Mountain Hill Investment Partners Corp.13$641<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…5$251<0.01%new13F-HR/ATimelineGroup
HOLLENCREST CAPITAL MANAGEMENT3$151<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC3$151<0.01%new13F-HRTimeline
Transce3nd, LLC2$100<0.01%013F-HRTimeline
Brooklyn Investment Group1$51<0.01%-6,20213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,18113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.