SPHQ — INVESCO EXCHANGE TRADED FD T

Ownership history in Bison Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in INVESCO EXCHANGE TRADED FD T (SPHQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q3)
Avg. % of fund
0.01%
First filed
2020 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 3,268 +3,145 +2556.9% 0.03% $220K $66.32
2021 Q2 REDUCED 123 -51 -29.3% 0.00% $6K $45.74
2021 Q1 UNCHANGED 174 — 0% 0.00% $8K $41.59
2020 Q4 INITIATED 174 — — 0.00% $7K $39.38
% of Fund (quarterly)    SPHQ price (monthly, adj. close)

Other funds also holding SPHQ

As of 2025 Q4 — sorted by position size

Schwallier Wealth Management LLC 18.96% Demars Financial Group, LLC 3Y 16.07% UNION SAVINGS BANK 15.67% WEALTH MANAGEMENT RESOURCES, INC. 3Y 11.59% Paragon Capital Management Ltd 3Y 7Y 10.94% Davidson Capital Management Inc. 3Y 10.31% Hoese & Co LLP 3Y 10.31% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 10.11% Sterling Group Wealth Management, LLC 3Y 9.86% Milestone Investment Advisors LLC 3Y 9.56%
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