Invesco S&P 500 High DividenSPHDETF
13F holders, Q2 2024 (June 30)305holders −5
22new positions
27sold out
5famous investors
$44.50avg. 13F price*
At the end of Q2 2024, 305 institutions reported holding Invesco S&P 500 High Dividen (SPHD) in their 13F filings, down 5 from Q1 2024. 22 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($106.5M), Clal Insurance Enterprises Holdings Ltd ($93.3M) and LPL Financial LLC ($83.7M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P 500 High Dividen
- CUSIP
- 46138E362
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $103.4M |
| Exits | 27 | $13.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,868,794 shares bought and 2,408,587 shares sold, net +460,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 305 holders
| Morgan Stanley | 0.01% | Reduce -11.3% | 2,397,502 | $106.5M |
| Clal Insurance Enterprises Holdings Ltd | 0.98% | New | 2,100,000 | $93.3M |
| LPL Financial LLC | 0.04% | Reduce -2.5% | 1,884,549 | $83.7M |
| Bank of America Corp. | 0.01% | Reduce -7.2% | 1,166,977 | $51.8M |
| Royal Bank of Canada | 0.01% | Add +3.1% | 1,121,869 | $49.8M |
| Financial Engines Advisors L.L.C. | 0.10% | Reduce -3.5% | 1,049,104 | $46.6M |
| FMR LLC | 0.00% | Add +7.4% | 775,159 | $34.4M |
| Franklin Resources Inc. | 0.01% | Add +15.2% | 671,380 | $29.8M |
| UBS Group AG | 0.01% | Add +0.2% | 535,430 | $23.8M |
| Wells Fargo & Company | 0.01% | Reduce -9.3% | 476,995 | $21.2M |
| Avidian Wealth Enterprises, LLC | 0.93% | Reduce -3.4% | 432,876 | $19.2M |
| Raymond James & Associates | 0.01% | Add +7.1% | 376,271 | $16.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 374,495 | $16.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.9% | 335,962 | $14.9M |
| Equitable Holdings, Inc. | 0.15% | Add +1.9% | 316,134 | $14.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.8% | 297,478 | $13.2M |
| Bank of Montreal | 0.00% | Reduce -0.9% | 285,391 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.4% | 282,933 | $12.6M |
| Allworth Financial LP | 0.07% | Reduce -8.1% | 240,566 | $11.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -15.0% | 249,301 | $11.1M |
| Shilanski & Associates, Inc. | 3.25% | Add +1.3% | 217,503 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.5% | 203,790 | $9.1M |
| Gunma Bank,Ltd. | 7.04% | No change | 190,000 | $8.4M |
| Cetera Investment Advisers | 0.02% | Reduce -3.8% | 183,050 | $8.1M |
| Brookstone Capital Management | 0.13% | Add +0.1% | 163,169 | $7.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -20.4% | 163,462 | $7.3M |
| XML Financial, LLC | 0.72% | Add +5.0% | 161,333 | $7.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.6% | 157,491 | $7.0M |
| Leelyn Smith, LLC | 1.32% | Reduce -0.8% | 154,004 | $6.8M |
| Retirement Financial Solutions, LLC | 2.97% | Add +6.0% | 142,249 | $6.3M |
| Northside Capital Management, LLC | 1.01% | No change | 132,885 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +13.5% | 122,650 | $5.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -12.5% | 117,750 | $5.2M |
| Citadel Advisors | 0.01% | Reduce -33.0% | 117,234 | $5.2M |
| NewEdge Advisors, LLC | 0.04% | Reduce -2.9% | 116,846 | $5.2M |
| Fusion Capital, LLC | 2.29% | Reduce -2.5% | 113,088 | $5.0M |
| Prostatis Group LLC | 1.63% | Add +23.0% | 104,289 | $4.6M |
| DRW Securities, LLC | 0.27% | New | 100,330 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -10.4% | 92,467 | $4.1M |
| Capital Investment Advisory Services, LLC | 0.41% | Add +3.0% | 89,791 | $4.0M |
| Geneos Wealth Management Inc. | 0.17% | Reduce -1.8% | 88,567 | $3.9M |
| Sanctuary Advisors, LLC | 0.03% | — | 86,314 | $3.7M |
| Oppenheimer & Co. Inc. | 0.06% | Add +1.0% | 79,039 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +25.8% | 78,457 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.5% | 72,863 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -79.8% | 72,440 | $3.2M |
| David Kennon Inc | 1.35% | Reduce -2.5% | 72,167 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +9.5% | 71,165 | $3.2M |
| Venture Visionary Partners LLC | 0.14% | Add +3.1% | 69,097 | $3.1M |
| Atria Investments, Inc | 0.04% | Reduce -1.8% | 68,029 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +188.0% | 66,394 | $2.9M |
| Cookson Peirce & Co. Inc. | 0.14% | Reduce -10.3% | 65,854 | $2.9M |
| GTS Securities LLC | 0.06% | Add +263.4% | 65,624 | $2.9M |
| Arete Wealth Advisors, LLC | 0.23% | Reduce -1.1% | 64,372 | $2.9M |
| Invesco Ltd. | 0.00% | Reduce -85.1% | 63,333 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.5% | 62,214 | $2.8M |
| LM Advisors LLC | 0.54% | Add +0.0% | 60,687 | $2.7M |
| Delos Wealth Advisors, LLC | 2.58% | Add +9.4% | 60,097 | $2.7M |
| Mariner, LLC | 0.01% | Reduce -0.7% | 58,503 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -6.7% | 56,245 | $2.5M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -11.5% | 55,465 | $2.5M |
| Kowal Investment Group, LLC | 0.43% | Reduce -14.2% | 48,782 | $2.2M |
| Tyche Wealth Partners LLC | 0.51% | Reduce -6.5% | 46,997 | $2.1M |
| Arden Trust Co | 0.27% | No change | 42,750 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | New | 42,750 | $1.9M |
| FinTrust Capital Advisors, LLC | 0.33% | Add +15.6% | 40,720 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.6% | 40,399 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 38,219 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +62.4% | 35,757 | $1.6M |
| Lynx Investment Advisory | 1.18% | — | 35,715 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +520.4% | 35,655 | $1.6M |
| Diametric Capital, LP | 0.76% | Add +4.4% | 31,424 | $1.4M |
| Patten & Patten Inc. | 0.10% | Reduce -4.3% | 31,325 | $1.4M |
| Waverly Advisors, LLC | 0.03% | Add +18.6% | 30,999 | $1.4M |
| RDA Financial Network | 0.42% | Reduce -0.9% | 28,912 | $1.3M |
| Meritage Portfolio Management | 0.08% | Reduce -1.0% | 28,334 | $1.3M |
| LMCG Investments, LLC | 0.07% | Add +23.8% | 26,895 | $1.2M |
| Investors Research Corp | 0.28% | Reduce -6.6% | 26,783 | $1.2M |
| Cherry Creek Investment Advisors, Inc. | 0.61% | Reduce -44.1% | 26,167 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.9% | 25,984 | $1.2M |
| Clarity Capital Partners LLC | 0.68% | Add +1.4% | 25,014 | $1.1M |
| New Wave Wealth Advisors LLC | 0.59% | — | 24,783 | $1.1M |
| Summit Financial Wealth Advisors, LLC | 0.22% | Add +0.0% | 24,116 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +207.3% | 24,056 | $1.1M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.4% | 23,566 | $1.0M |
| Magnus Financial Group LLC | 0.12% | Add +5.7% | 23,513 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -1.9% | 23,483 | $1.0M |
| IMS Capital Management | 0.47% | Add +1.6% | 21,033 | $1.0M |
| Park Edge Advisors, LLC | 0.31% | Add +19.4% | 22,682 | $1.0M |
| Renaissance Technologies | 0.00% | Add +0.4% | 22,600 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -22.3% | 21,331 | $948K |
| Patten Group, Inc. | 0.22% | Add +2.4% | 21,275 | $945K |
| Sage Capital Management, LLC | 0.50% | Add +0.8% | 21,262 | $945K |
| Empirical Asset Management, LLC | 0.35% | Add +1.0% | 21,186 | $941K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -19.6% | 19,791 | $879K |
| L.M. Kohn & Company | 0.24% | Reduce -0.4% | 19,596 | $871K |
| McLean Asset Management Corp | 0.28% | Add +2.4% | 19,434 | $869K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.3% | 19,397 | $862K |
| PNC Financial Services Group, Inc. | 0.00% | Add +448.3% | 19,192 | $853K |
| DAVENPORT & Co LLC | 0.01% | Add +0.1% | 19,144 | $851K |
| International Assets Investment Management, LLC | 0.08% | Reduce -18.0% | 18,788 | $835K |
| Fortis Group Advisors, LLC | 0.16% | Reduce -51.1% | 18,634 | $828K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.1% | 17,611 | $782K |
| Tudor Investment Corporation | 0.01% | New | 17,402 | $773K |
| Private Trust Co. NA | 0.08% | Reduce -1.2% | 17,036 | $757K |
| Sfmg, LLC | 0.07% | No change | 17,011 | $756K |
| Fifth Third Securities, Inc. | 0.07% | Add +0.7% | 16,947 | $753K |
| HBW Advisory Services LLC | 0.12% | Reduce -2.6% | 16,803 | $747K |
| Western Wealth Management, LLC | 0.06% | Add +5.3% | 16,740 | $744K |
| Goldman Sachs Group Inc. | 0.00% | Add +102.7% | 16,698 | $742K |
| Lifeworks Advisors, LLC | 0.20% | No change | 16,548 | $735K |
| Interactive Financial Advisors, Inc. | 0.40% | Reduce -1.1% | 16,511 | $734K |
| Bleakley Financial Group, LLC | 0.02% | No change | 16,500 | $733K |
| Simplicity Wealth,LLC | 0.02% | Reduce -32.8% | 16,500 | $733K |
| Curran Financial Partners, LLC | 0.24% | Add +6.2% | 16,378 | $728K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -3.8% | 16,016 | $712K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -2.4% | 15,600 | $693K |
| Prudential Financial Inc. | 0.00% | Reduce -9.6% | 15,348 | $682K |
| TrueWealth Advisors, LLC | 0.25% | Reduce -19.7% | 15,227 | $677K |
| Prospera Financial Services Inc | 0.02% | Reduce -10.6% | 15,169 | $674K |
| IAM Advisory, LLC | 0.18% | Add +1.1% | 14,993 | $666K |
| Quadcap Wealth Management, LLC | 0.12% | No change | 14,883 | $661K |
| Global Retirement Partners, LLC | 0.02% | Reduce -34.9% | 14,187 | $630K |
| Wealthspire Advisors, LLC | 0.01% | New | 13,928 | $619K |
| Tocqueville Asset Management L.P. | 0.01% | Add +0.3% | 13,874 | $616K |
| Curbstone Financial Management Corp | 0.13% | No change | 13,600 | $604K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +20.2% | 13,394 | $595K |
| Avior Wealth Management, LLC | 0.02% | Add +3.8% | 13,152 | $580K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.12% | No change | 13,000 | $578K |
| RVW Wealth, LLC | 0.05% | Reduce -47.9% | 12,226 | $543K |
| PFG Investments, LLC | 0.04% | Add +4.6% | 11,996 | $533K |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 11,667 | $518K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.3% | 11,619 | $516K |
| Financial Advocates Investment Management | 0.03% | Reduce -1.4% | 11,458 | $509K |
| Prelude Capital Management, LLC | 0.04% | Add +146.2% | 11,444 | $508K |
| Cowa, LLC | 0.27% | Add +10.9% | 11,397 | $506K |
| Compound Planning, Inc. | 0.04% | No change | 11,183 | $497K |
| Shulman DeMeo Asset Management LLC | 0.13% | Reduce -6.4% | 11,122 | $494K |
| Sunbelt Securities, Inc. | 0.05% | Add +3.3% | 10,740 | $477K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -9.9% | 10,630 | $472K |
| RE Dickinson Investment Advisors, LLC | 0.29% | No change | 10,535 | $468K |
| Mitchell McLeod Pugh & Williams Inc. | 0.10% | No change | 10,284 | $457K |
| Flow Traders U.S. LLC | 0.02% | Reduce -73.4% | 10,210 | $454K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -13.4% | 10,023 | $445K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.9% | 10,010 | $445K |
| Financial Insights, Inc. | 0.12% | No change | 9,765 | $434K |
| Lanark Financial, Inc. | 0.04% | Reduce -2.7% | 9,673 | $429K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.0% | 9,355 | $416K |
| Essex Financial Services, Inc. | 0.03% | Reduce -1.3% | 8,684 | $413K |
| Farther Finance Advisors, LLC | 0.02% | Add +44.4% | 9,048 | $399K |
| Second Half Financial Partners, LLC | 0.32% | Add +2.6% | 8,861 | $394K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 8,773 | $390K |
| Householder Group Estate & Retirement Specialist, LLC | 0.11% | Add +14.0% | 8,538 | $379K |
| Creative Planning | 0.00% | Add +63.2% | 8,486 | $377K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -49.9% | 8,479 | $377K |
| Realta Investment Advisors | 0.07% | Reduce -3.2% | 8,439 | $375K |
| Sykon Capital LLC | 0.14% | Reduce -3.0% | 8,295 | $369K |
| Independent Financial Group, LLC | 0.01% | Reduce -12.8% | 7,845 | $349K |
| Cerity Partners LLC | 0.00% | No change | 7,790 | $346K |
| Joseph P. Lucia & Associates, LLC | 0.18% | Reduce -6.3% | 7,776 | $345K |
| Eagle Strategies LLC | 0.06% | New | 7,607 | $338K |
| IFG Advisory, LLC | 0.02% | New | 7,525 | $334K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +13.3% | 7,520 | $334K |
| Level Four Advisory Services, LLC | 0.01% | Add +5.5% | 7,436 | $330K |
| Brown, Lisle/Cummings, Inc. | 0.11% | No change | 7,400 | $329K |
| Kovack Advisors, Inc. | 0.04% | New | 7,362 | $327K |
| Hilltop Holdings Inc. | 0.04% | Reduce -70.6% | 7,174 | $319K |
| Wealth Alliance, LLC | 0.04% | Add +0.9% | 7,128 | $317K |
| Guardian Asset Advisors, LLC | 0.23% | Reduce -1.2% | 7,099 | $315K |
| Citigroup Inc. | 0.00% | Reduce -90.7% | 7,060 | $314K |
| Waterloo Capital, L.P. | 0.04% | Reduce -17.3% | 7,052 | $313K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.0% | 6,972 | $310K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -1.0% | 6,972 | $310K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -18.3% | 6,930 | $308K |
| Baird Financial Group, Inc. | 0.00% | Reduce -18.4% | 6,923 | $308K |
| D. E. Shaw & Co. | 0.00% | Reduce -67.1% | 6,882 | $306K |
| Apollon Financial, LLC | 0.10% | Reduce -2.9% | 6,824 | $303K |
| NCM Capital Management, LLC | 0.16% | No change | 6,700 | $298K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 6,685 | $297K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -8.1% | 6,526 | $290K |
| Smith, Moore & Co. | 0.03% | No change | 6,475 | $288K |
| Olistico Wealth, LLC | 0.18% | Reduce -3.0% | 6,361 | $283K |
| Cwm, LLC | 0.00% | Reduce -11.2% | 6,238 | $277K |
| NFSG Corp | 0.10% | Reduce -31.1% | 6,221 | $276K |
| Herold Advisors, Inc. | 0.06% | Add +0.1% | 6,181 | $275K |
| Harmony Asset Management LLC | 0.12% | No change | 6,179 | $275K |
| Raymond James Trust N.A. | 0.01% | Reduce -3.7% | 6,178 | $274K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 6,041 | $268K |
| Haverford Trust Co | 0.00% | No change | 6,000 | $267K |
| Stratos Investment Management, LLC | 0.02% | Reduce -14.4% | 5,991 | $266K |
| Continuum Advisory, LLC | 0.04% | Add +10.8% | 5,943 | $264K |
| BOS Asset Management, LLC | 0.12% | Reduce -7.1% | 5,912 | $263K |
| Pacific Sun Financial Corp | 0.16% | No change | 5,910 | $263K |
| Focus Financial Network, Inc. | 0.01% | Add +0.9% | 5,550 | $260K |
| First Foundation Advisors | 0.01% | Add +0.5% | 5,828 | $259K |
| First Personal Financial Services | 0.06% | No change | 5,765 | $256K |
| Comerica Bank | 0.00% | Reduce -6.9% | 5,632 | $250K |
| Money Concepts Capital Corp. | 0.02% | Add +11.4% | 5,421 | $241K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 5,250 | $233K |
| Mgo One Seven LLC | 0.01% | Add +3.1% | 5,243 | $233K |
| Lido Advisors, LLC | 0.00% | Add +9.7% | 5,189 | $231K |
| Wealthfront Advisers LLC | 0.00% | New | 5,125 | $228K |
| Prairie Wealth Advisors, Inc. | 0.11% | New | 5,055 | $225K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,020 | $222K |
| Cozad Asset Management Inc. | 0.02% | No change | 4,910 | $218K |
| Apollon Wealth Management, LLC | 0.01% | No change | 4,899 | $218K |
| Advisory Services Network, LLC | 0.00% | Reduce -49.7% | 4,895 | $217K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -10.9% | 4,886 | $217K |
| Mutual Advisors, LLC | 0.01% | Reduce -68.2% | 4,509 | $213K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -0.3% | 4,766 | $212K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 4,751 | $211K |
| Gradient Investments LLC | 0.00% | No change | 4,705 | $209K |
| Caldwell Trust Co | 0.02% | No change | 4,700 | $209K |
| Heritage Trust Co | 0.03% | Reduce -2.4% | 4,602 | $204K |
| Fisher Asset Management | 0.00% | New | 4,582 | $204K |
| World Investment Advisors | 0.01% | Reduce -28.4% | 4,526 | $201K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -4.8% | 4,515 | $201K |
| ORG Partners LLC | 0.02% | New | 4,500 | $199K |
| Cornerstone Planning Group LLC | 0.06% | New | 4,190 | $195K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.6% | 4,014 | $178K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,781 | $168K |
| Deutsche Bank AG | 0.00% | No change | 3,700 | $164K |
| Family Firm, Inc. | 0.04% | New | 3,575 | $159K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +33.7% | 3,570 | $158K |
| Aptus Capital Advisors, LLC | 0.00% | Add +31.5% | 3,539 | $157K |
| Robinswood Financial LLC | 0.06% | Add +0.9% | 3,293 | $146K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -10.6% | 3,194 | $142K |
| Blair William & Co. | 0.00% | Add +0.2% | 3,028 | $135K |
| Fifth Third Bancorp | 0.00% | Reduce -43.5% | 2,733 | $121K |
| Consultiva Wealth Management, Corp. | 1.04% | Reduce -51.6% | 2,573 | $114K |
| Tyler-Stone Wealth Management | 0.05% | No change | 2,550 | $113K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -8.3% | 2,536 | $113K |
| Register Financial Advisors LLC | 0.06% | No change | 2,483 | $110K |
| US Bancorp \de | 0.00% | Reduce -27.4% | 2,410 | $107K |
| Principal Securities, Inc. | 0.00% | Add +5.2% | 2,366 | $105K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,268 | $101K |
| Provident Wealth Management, LLC | 0.04% | Reduce -16.6% | 2,238 | $99K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 2,150 | $96K |
| HBC Financial Services, PLLC | 0.06% | No change | 2,000 | $94K |
| IFS Advisors, LLC | 0.08% | No change | 2,090 | $93K |
| Tsfg, LLC | 0.02% | No change | 2,001 | $89K |
| IFP Advisors, Inc | 0.00% | Reduce -41.0% | 1,980 | $88K |
| CVA Family Office, LLC | 0.02% | Add +872.5% | 1,945 | $86K |
| Gen-Wealth Partners Inc | 0.04% | No change | 1,871 | $83K |
| Optimum Investment Advisors | 0.04% | No change | 1,853 | $82K |
| Bramshill Investments, LLC | 0.01% | New | 1,804 | $80K |
| Cedar Wealth Management, LLC | 0.02% | No change | 1,610 | $72K |
| Bessemer Group Inc. | 0.00% | Reduce -25.0% | 1,587 | $71K |
| Bellevue Asset Management, LLC | 0.04% | Add +0.3% | 1,560 | $69K |
| Bogart Wealth, LLC | 0.00% | Add +0.9% | 1,470 | $65K |
| MGB Wealth Management, LLC | 0.02% | No change | 1,424 | $65K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,407 | $63K |
| National Bank of Canada | 0.00% | Reduce -5.1% | 1,400 | $62K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,375 | $61K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 1,363 | $61K |
| Financial Perspectives, Inc | 0.02% | No change | 1,226 | $54K |
| Tidemark, LLC | 0.02% | No change | 1,207 | $54K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,171 | $52K |
| Financial Freedom, LLC | 0.02% | Add +0.6% | 732 | $33K |
| Creekmur Asset Management LLC | 0.01% | Add +0.8% | 726 | $32K |
| Gables Capital Management Inc. | 0.02% | No change | 724 | $32K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 670 | $30K |
| IAG Wealth Partners, LLC | 0.01% | Add +235.3% | 664 | $30K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 625 | $28K |
| Coppell Advisory Solutions LLC | 0.00% | — | 612 | $27K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.2% | 591 | $26K |
| Westside Investment Management, Inc. | 0.01% | No change | 560 | $25K |
| Archer Investment Corp | 0.01% | No change | 550 | $24K |
| MCF Advisors LLC | 0.00% | Reduce -74.5% | 541 | $24K |
| Trust Co | 0.00% | No change | 530 | $24K |
| Blue Trust, Inc. | 0.00% | No change | 507 | $23K |
| Key Financial Inc | 0.01% | No change | 500 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $22K |
| Mascoma Wealth Management LLC | 0.01% | No change | 451 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 400 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 416 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 394 | $18K |
| Sandy Spring Bank | 0.00% | New | 358 | $16K |
| Castleview Partners, LLC | 0.01% | No change | 310 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 290 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 300 | $13K |
| Painted Porch Advisors LLC | 0.01% | New | 285 | $13K |
| Spire Wealth Management | 0.00% | Reduce -90.7% | 275 | $12K |
| Valley National Advisers Inc. | 0.00% | Add +0.7% | 290 | $12K |
| City Holding Co. | 0.00% | No change | 270 | $12K |
| Assetmark, Inc. | 0.00% | Add +2.7% | 266 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 255 | $11K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 232 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 150 | $7K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -90.7% | 124 | $6K |
| Y.D. More Investments Ltd | 0.00% | Reduce -71.1% | 120 | $5K |
| AllSquare Wealth Management LLC | 0.00% | No change | 118 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 100 | $4K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 100 | $4K |
| Avion Wealth | 0.00% | No change | 100 | $4K |
| Milestone Investment Advisors LLC | 0.00% | New | 76 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -28.4% | 53 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -10.7% | 25 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 25 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 19 | $839 |
| Russell Investments Group, Ltd. | 0.00% | New | 11 | $489 |
| Signaturefd, LLC | 0.00% | Add +50.0% | 9 | $416 |
| Balefire, LLC | 0.00% | New | 8 | $355 |
| Hollencrest Capital Management | 0.00% | No change | 3 | $133 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -100.0% | 2 | $89 |
"% of holder's portfolio" is SPHD's weight in each manager's 13F, not the share of Invesco S&P 500 High Dividen the manager owns.