Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P500 HDL VOL
-
Total 13F shares
-
1,380,576
-
Share change
-
+172,044
-
Total reported value
-
$66,384,483
-
Price per share
-
$48.00
-
Number of holders
-
64
-
Value change
-
+$8,233,876
-
Number of buys
-
25
-
Number of sells
-
24
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P500 HDL VOL (SPHD) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRADED FD TR II - S&P500 HDL VOL (SPHD) was held by
64 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,380,576 shares.
The largest 10 holders included
Foguth Wealth Management, LLC., SteelPeak Wealth, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Northside Capital Management, LLC, Brookstone Capital Management, Capital Investment Advisory Services, LLC, Stonebridge Wealth Management, LLC, Curran Financial Partners, LLC, GREENBERG FINANCIAL GROUP, and Park Edge Advisors, LLC.
This page lists
64
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.