# INVESCO EXCH TRADED FD TR II (SPHD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPHD/

- Reporting holders: 17
- Reported value: $35.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $21.1M | 437,247 | 0.6% | 29 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $4.3M | 89,083 | 0.1% | 14 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $2.4M | 49,030 | 2.1% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.3M | 48,283 | 0.1% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 41,878 | 0.0% | 16 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $677.4K | 14,060 | 0.1% | 30 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $647.4K | 13,438 | 0.1% | 24 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $574.3K | 11,920 | 0.0% | 2 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $392.0K | 8,143 | 0.1% | 20 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $361.1K | 7,495 | 0.0% | 32 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $238.8K | 4,956 | 0.0% | 21 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $135.1K | 2,805 | 0.1% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $25.6K | 532 | 0.0% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.7K | 181 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $915 | 19 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $96 | 2 | 0.0% | 7 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $13 | 0 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 17 | $35.1M |
| Q2 2026 | 358 | $1.1B |
| Q1 2026 | 343 | $1.1B |
| Q4 2025 | 340 | $996.3M |
| Q3 2025 | 335 | $1.1B |
| Q2 2025 | 340 | $1.1B |
| Q1 2025 | 351 | $1.2B |
| Q4 2024 | 362 | $1.2B |
| Q3 2024 | 337 | $1.2B |
| Q2 2024 | 305 | $993.4M |
| Q1 2024 | 309 | $1.2B |
| Q4 2023 | 317 | $1.1B |