Advocate Investing Services LLC SPHD β€” INVESCO EXCH TRADED FD TR II

Ownership history in Advocate Investing Services LLC  Β·  2 quarters on record

AI Ownership Summary

Advocate Investing Services LLC reported INVESCO EXCH TRADED FD TR II (SPHD) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 3.72% in 2026 Q1. The latest visible filing shows SPHD at 3.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advocate Investing Services LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPHD was reported at 3.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.72% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advocate Investing Services LLC held SPHD β€” position size vs. price
% of Fund (quarterly)    SPHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 88,457 +40,430 +84.2% 3.72% $4.4M 2026-04-22 $49.29
2025 Q4 INITIATED β€” β€” β€” 48,027 β€” β€” 2.06% $2.3M 2026-02-12 $51.44

FAQ About Advocate Investing Services LLC and SPHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advocate Investing Services LLC reported owning SPHD?

Advocate Investing Services LLC reported SPHD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported SPHD position in Advocate Investing Services LLC's portfolio?

The largest reported portfolio weight for SPHD was 3.72% in 2026 Q1.

What is the latest reported SPHD position on this page?

The most recent filing on this page is 2026 Q1, when Advocate Investing Services LLC reported 88,457 shares, equal to 3.72% of portfolio, with an estimated market value of $4.4M.

What does the chart on this SPHD ownership page compare?

The chart compares Advocate Investing Services LLC's quarterly SPHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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