SPHD · Insider trading · 13F holders · Congress trades
Invesco Exch Traded Fd Tr II (SPHD)
Who is buying and selling SPHD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 25
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SPHD at a glance
- No open-market insider purchases or sales of SPHD were filed in the last 90 days.
- 25 13F filers hold SPHD among their 50 largest positions, worth $86.0M combined. The biggest bets by portfolio weight are Financial Discovery Group Inc (3.7%), Advocate Investing Services LLC (3.6%) and Delos Wealth Advisors, LLC (2.2%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in SPHD.
SPHD insider trading
No open-market insider purchases or sales of SPHD were filed in the last 90 days.
Who owns SPHD? Hedge funds and superinvestors
25 13F filers hold SPHD among their 50 largest positions, worth $86.0M combined. The biggest bets by portfolio weight are Financial Discovery Group Inc (3.7%), Advocate Investing Services LLC (3.6%) and Delos Wealth Advisors, LLC (2.2%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLCWealth manager | 0.6% | $21.1M | 437,247 | -8.4% shares | Q3 2026 |
| XML Financial, LLCWealth manager | 0.9% | $11.9M | 246,549 | +5.9% shares | Q3 2026 |
| Fortis Group Advisors, LLCAsset manager | 1.0% | $6.3M | 123,500 | -3.8% shares | Q2 2026 |
| Advocate Investing Services LLCWealth manager | 3.6% | $4.6M | 95,007 | +0.4% shares | Q3 2026 |
| Delos Wealth Advisors, LLCWealth manager | 2.2% | $4.4M | 86,027 | +5.2% shares | Q2 2026 |
| Prostatis Group LLCWealth manager | 0.9% | $3.9M | 77,276 | +17.0% shares | Q2 2026 |
| Pinnacle Wealth Management Group, Inc.Wealth manager | 1.4% | $3.0M | 62,890 | +2.9% shares | Q3 2026 |
| Curran Financial Partners, LLCWealth manager | 0.4% | $3.0M | 58,037 | +14.2% shares | Q2 2026 |
| Strategic Financial Concepts, LLCWealth manager | 0.8% | $2.8M | 54,294 | — | Q2 2026 |
| David Kennon IncWealth manager | 0.9% | $2.7M | 55,430 | -1.3% shares | Q3 2026 |
| WJ Financial Advisors LLCWealth manager | 2.0% | $2.7M | 52,496 | +3.4% shares | Q2 2026 |
| Stonebridge Wealth Management, LLCWealth manager | 2.1% | $2.4M | 49,030 | +1.7% shares | Q3 2026 |
| Park Edge Advisors, LLCWealth manager | 0.5% | $2.3M | 48,323 | — | Q3 2026 |
| Colonial River Investments, LLCWealth manager | 0.6% | $2.3M | 47,566 | +19.0% shares | Q3 2026 |
| Viawealth, LLCWealth manager | 1.1% | $2.1M | 41,524 | +4.2% shares | Q2 2026 |
| Financial Solutions Advisory Group, Inc.Wealth manager | 0.2% | $1.9M | 38,267 | — | Q3 2026 |
| Financial Discovery Group IncWealth manager | 3.7% | $1.8M | 34,451 | +50.8% shares | Q2 2026 |
| Fortune Financial Group, Inc.Wealth manager | 1.5% | $1.7M | 35,254 | -34.5% shares | Q3 2026 |
| Elite Financial, Inc.Wealth manager | 0.6% | $1.4M | 26,930 | — | Q2 2026 |
| Safe Harbor Fiduciary, LLCWealth manager | 0.8% | $995K | 19,577 | +136.8% shares | Q2 2026 |
| Code Waechter LLCWealth manager | 0.4% | $885K | 18,361 | +0.0% shares | Q3 2026 |
| Portland Financial Advisors IncWealth manager | 1.2% | $664K | 13,790 | -5.1% shares | Q3 2026 |
| Winter & Associates, Inc.Wealth manager | 0.4% | $562K | 11,099 | +0.5% shares | Q3 2026 |
| Ascentis Independent AdvisorsWealth manager | 1.3% | $488K | 9,586 | — | Q2 2026 |
| Godfrey Financial Associates, Inc.Wealth manager | 0.3% | $376K | 7,400 | -10.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 12). Screen SPHD in the grand portfolio →
SPHD stock trades by members of Congress
No member of Congress has disclosed a trade in SPHD.
SPHD questions and answers
Are insiders buying SPHD stock?
No open-market insider purchases or sales of SPHD were filed in the last 90 days.
Which hedge funds own SPHD?
25 13F filers hold SPHD among their 50 largest positions, worth $86.0M combined. The biggest bets by portfolio weight are Financial Discovery Group Inc (3.7%), Advocate Investing Services LLC (3.6%) and Delos Wealth Advisors, LLC (2.2%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded SPHD?
No member of Congress has disclosed a trade in SPHD.
Who is the largest holder of SPHD?
Among 13F filers, Avidian Wealth Enterprises, LLC reports the largest SPHD position, $21.1M (437,247 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Financial Discovery Group Inc's: 3.7% of its portfolio.
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