SPHQ INVESCO EXCHANGE TRADED FD T

Ownership history in Hoese & Co LLP  ·  21 quarters on record

AI Ownership Summary

Hoese & Co LLP reported INVESCO EXCHANGE TRADED FD T (SPHQ) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.08% in 2025 Q2. The latest visible filing shows SPHQ at 10.31% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPHQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoese & Co LLP's position in INVESCO EXCHANGE TRADED FD T, 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
2025 Q4

SPHQ was reported at 10.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.08% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Hoese & Co LLP held SPHQ — position size vs. price
% of Fund (quarterly)    SPHQ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 192,752 +149 +0.1% 10.31% $14.5M 2026-02-14 (Est.) $79.09
2025 Q3 REDUCED 192,603 -198 -0.1% 10.79% $14.1M 2025-10-16 $72.54
2025 Q2 ADDED 192,801 +3,477 +1.8% 11.08% $13.7M 2025-07-29 $71.77
2025 Q1 ADDED 189,324 +29,709 +18.6% 10.89% $12.6M 2025-04-11 $62.52
2024 Q4 ADDED 159,615 +2,089 +1.3% 9.29% $10.7M 2025-01-16 $66.62
2024 Q3 REDUCED 157,526 -6,480 -4.0% 8.88% $10.6M 2024-10-09 $66.20
2024 Q2 ADDED 164,006 +20,453 +14.2% 8.80% $10.1M 2024-07-03 $62.96
2024 Q1 ADDED 143,553 +4,202 +3.0% 7.66% $8.4M 2024-04-08 $58.49
2023 Q4 REDUCED 139,351 -2,181 -1.5% 7.09% $7.2M 2024-01-04 $51.74
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hoese & Co LLP and SPHQ

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

How long has Hoese & Co LLP reported owning SPHQ?

Hoese & Co LLP reported SPHQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPHQ position in Hoese & Co LLP's portfolio?

The largest reported portfolio weight for SPHQ was 11.08% in 2025 Q2.

What is the latest reported SPHQ position on this page?

The most recent filing on this page is 2025 Q4, when Hoese & Co LLP reported 192,752 shares, equal to 10.31% of portfolio, with an estimated market value of $14.5M.

What does the chart on this SPHQ ownership page compare?

The chart compares Hoese & Co LLP's quarterly SPHQ 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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