SPHQ — INVESCO EXCHANGE TRADED FD T

Ownership history in CEDRUS LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which CEDRUS 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
0.15% (2024 Q2)
Avg. % of fund
0.15%
First filed
2024 Q2
Last filed
2024 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 INITIATED 4,739 — — 0.15% $301K —
% 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%
← Back to CEDRUS LLC Holdings