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Invesco S&P 500 High Dividend Low Volatility ETF
SPHD

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$195M +$11.8M +274,700 +7%
Bank of America
2
Bank of America
North Carolina
$102M +$12.2M +284,582 +14%
LPL Financial
3
LPL Financial
California
$97.1M +$13M +301,977 +16%
Wells Fargo
4
Wells Fargo
California
$71.9M +$7.84M +182,561 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$66.9M -$15.7M -366,158 -19%
Ameriprise
6
Ameriprise
Minnesota
$53.7M +$14M +326,216 +36%
Financial Engines Advisors
7
Financial Engines Advisors
California
$50.3M -$539K -12,553 -1%
UBS Group
8
UBS Group
Switzerland
$40.8M -$3.95M -91,987 -9%
RJA
9
Raymond James & Associates
Florida
$34.9M +$5.91M +137,638 +21%
Osaic Holdings
10
Osaic Holdings
Arizona
$34.5M -$3.05M -71,078 -8%
Invesco
11
Invesco
Georgia
$31.4M -$3.58M -83,227 -10%
Stifel Financial
12
Stifel Financial
Missouri
$28M +$12.6M +292,739 +85%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$26.2M +$6.77M +157,515 +36%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$23.9M +$2.16M +50,325 +10%
Truist Financial
15
Truist Financial
North Carolina
$23.5M +$1.8M +41,795 +8%
AWE
16
Avidian Wealth Enterprises
Texas
$23.3M -$1.59M -37,088 -7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$21.9M +$2.75M +63,994 +15%
Franklin Resources
18
Franklin Resources
California
$20.2M +$3.62M +84,195 +22%
AWS
19
Atria Wealth Solutions
New York
$15.9M +$480K +11,183 +3%
SVCP
20
Silicon Valley Capital Partners
California
$15.8M +$15.5M +360,766 New
TA
21
TrueWealth Advisors
Alabama
$15.8M +$967K +22,516 +7%
CAWM
22
Capital Advisors Wealth Management
Washington
$15.5M +$1.29M +30,098 +9%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$15.5M +$3.26M +75,778 +28%
CA
24
Cetera Advisors
Colorado
$12.8M +$1.07M +24,966 +9%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$12.7M +$1.44M +33,524 +13%
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