SPHD INVESCO EXCH TRADED FD TR II

Ownership history in COWA, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which COWA, LLC reported a position in INVESCO EXCH TRADED FD TR II (SPHD). 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
0.31% (2024 Q3)
Avg. % of fund
0.27%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 14,990 +2,276 +17.9% 0.25% $741K $48.46
2025 Q2 ADDED 12,714 +69 +0.5% 0.23% $605K $46.13
2025 Q1 REDUCED 12,645 -833 -6.2% 0.27% $635K $48.28
2024 Q4 ADDED 13,478 +620 +4.8% 0.30% $651K $46.04
2024 Q3 ADDED 12,858 +1,461 +12.8% 0.31% $650K $47.80
2024 Q2 ADDED 11,397 +1,117 +10.9% 0.27% $506K $41.65
2024 Q1 INITIATED 10,280 0.27% $456K
% of Fund (quarterly)    SPHD price (monthly, adj. close)
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