Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P 500 HB ETF
-
Total 13F shares
-
89,294
-
Share change
-
+32,124
-
Total reported value
-
$10,445,074
-
Price per share
-
$116.97
-
Number of holders
-
9
-
Value change
-
+$3,757,629
-
Number of buys
-
5
-
Number of sells
-
2
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P 500 HB ETF (SPHB) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRADED FD TR II - S&P 500 HB ETF (SPHB) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
89,294 shares.
The largest 10 holders included
NTV Asset Management LLC, Ayalon Insurance Comp Ltd., Synergy Asset Management, LLC, Tactive Advisors, LLC, Wealthcare Advisory Partners LLC, Stratos Wealth Advisors, LLC, Hutchens & Kramer Investment Management Group, LLC, One Wealth Management Investment & Advisory Services, LLC, New England Professional Planning Group Inc., and Stratos Wealth Partners, LTD..
This page lists
12
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.