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SPHD INVESCO EXCH TRADED FD TR II

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S&P500 HDL VOL (fund)

Filings received so far for Q3 2026: 17 13F filers report a position in SPHD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Avidian Wealth Enterprises, LLC437,247$21.1M0.59%-40,21013F-HRTimeline
Venture Visionary Partners LLC89,083$4.29M0.11%013F-HRTimeline
Stonebridge Wealth Management, LLC49,030$2.36M2.1%+81213F-HRTimeline
MassMutual Private Wealth & Trust, FSB48,283$2.33M0.06%+3,55813F-HRTimeline
Farther Finance Advisors, LLC41,878$2.02M0.01%+2,16313F-HRTimeline
Investors Research Corp14,060$677K0.12%-64213F-HRTimeline
TrueWealth Advisors, LLC13,438$647K0.15%-6013F-HRTimeline
RVW Wealth, LLC11,920$574K0.04%013F-HRTimeline
Shulman DeMeo Asset Management LLC8,143$392K0.08%+1013F-HRTimeline
First Heartland Consultants, Inc.7,495$361K0.02%013F-HRTimeline
Capital Advisors Wealth Management, LLC4,956$239K0.03%013F-HRTimeline
Olistico Wealth, LLC2,805$135K0.06%+113F-HRTimeline
Trust Co532$25.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC181$8.72K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton19$915<0.01%013F-HRTimeline
GAMMA Investing LLC2$96<0.01%013F-HRTimeline
Go Invest LLC0$13<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.