How many shares of SPHB does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 50,126 shares of SPHB (INVESCO EXCH TRADED FD TR II).

What is ENVESTNET ASSET MANAGEMENT INC's SPHB position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's SPHB position is worth $7.8M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling SPHB?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their SPHB position (+70.9% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy SPHB?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in SPHB in 2019-Q1. They have held the position across 26 quarters.

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ENVESTNET ASSET MANAGEMENT INC

SPHB
26 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in INVESCO EXCH TRADED FD TR II

Current Value

$7.8M

Current Shares

50,126

Total Value Change

-$124.4M

Total Shares Change

-3.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	50,126	+70.9%	$7.8M	0.0%	$155.59	41
2026-Q1	Increased	29,329	+35.9%	$3.4M	0.0%	$120.08	34
2025-Q4	Increased	21,587	+139.7%	$2.5M	0.0%	$118.24	42
2025-Q3	Decreased	9,006	-5.9%	$988,838	0.0%	$109.48	0
2025-Q2	Decreased	9,574	-57.7%	$933,769	0.0%	$96.79	0
2025-Q1	Decreased	22,633	-31.1%	$1.8M	0.0%	$78.14	0
2024-Q4	Increased	32,866	+17.1%	$2.9M	0.0%	$88.42	31
2024-Q3	Decreased	28,078	-57.2%	$2.5M	0.0%	$88.83	0
2024-Q2	Decreased	65,593	-19.1%	$5.5M	0.0%	$83.61	0
2024-Q1	Increased	81,040	+33.8%	$7.1M	0.0%	$86.68	35
2023-Q4	Increased	60,562	+34.8%	$5M	0.0%	$81.15	35
2023-Q3	Increased	44,913	+69.1%	$3.1M	0.0%	$68.89	39
2023-Q2	Decreased	26,562	-14.8%	$2M	0.0%	$73.91	0
2023-Q1	Increased	31,188	+1.5%	$2.2M	0.0%	$67.28	26
2022-Q4	Increased	30,738	+41.3%	$1.9M	0.0%	$60.89	34
2022-Q3	Decreased	21,753	-3.8%	$1.2M	0.0%	$57.20	0
2022-Q2	Decreased	22,609	-46.9%	$1.3M	0.0%	$57.87	0
2022-Q1	Decreased	42,570	-80.4%	$3.2M	0.0%	$74.97	0
2021-Q4	Increased	217,127	+47.3%	$17.2M	0.0%	$76.78	39
2021-Q3	Increased	147,383	+6.3%	$10.8M	0.0%	$71.61	30
2021-Q2	Increased	138,615	+28.0%	$10.5M	0.0%	$72.67	35
2021-Q1	Increased	108,278	+93.2%	$7.5M	0.0%	$67.23	43
2020-Q4	New	56,049	-	$3.2M	0.0%	$54.54	37
2019-Q3	Exited	0	-100.0%	$0	0.0%	$38.39	0
2019-Q2	Decreased	9,127	-99.7%	$390,000	0.0%	$39.85	0
2019-Q1	New	3.2M	-	$132.2M	0.2%	$38.52	50

Other major holders of SPHB: Steward Partners Investment Advisory, LLC, GOLDMAN SACHS GROUP INC, ASSETMARK, INC

SPHB26 quarters

SPHB
26 quarters