SPHQ — INVESCO EXCHANGE TRADED FD T

Ownership history in EWG Elevate Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. 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
1.13% (2025 Q2)
Avg. % of fund
0.63%
First filed
2022 Q4
Last filed
2025 Q2
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 51,603 +2,180 +4.4% 1.13% $3.7M $70.84
2024 Q4 ADDED 49,423 +33,945 +219.3% 1.01% $3.3M $66.27
2024 Q2 ADDED 15,478 +15,458 +77290.0% 0.36% $983K $62.46
2022 Q4 INITIATED 20 — — 0.00% $889 —
% 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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