SPHB β€” INVESCO EXCH TRADED FD TR II SP 500 HB ETF

Ownership history in IFP Advisors, Inc  Β·  18 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported INVESCO EXCH TRADED FD TR II SP 500 HB ETF (SPHB) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows SPHB at 0.00% 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 SPHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in INVESCO EXCH TRADED FD TR II SP 500 HB ETF, 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
2026 Q1

SPHB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

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 2026 Q1

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 IFP Advisors, Inc held SPHB β€” position size vs. price
% of Fund (quarterly)    SPHB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 985 β€” 0% 0.00% $114K 2026-04-13 $125.11
2025 Q4 UNCHANGED 985 β€” 0% 0.00% $115K 2026-02-06 $122.75
2025 Q3 UNCHANGED 985 β€” 0% 0.00% $108K 2025-12-02 $113.66
2025 Q2 UNCHANGED 985 β€” 0% 0.00% $96K 2025-07-24 $102.29
2025 Q1 REDUCED 985 -28 -2.8% 0.00% $77K 2025-05-05 $81.09
2024 Q4 ADDED 1,013 +517 +104.2% 0.00% $90K 2025-02-04 $90.10
2024 Q2 REDUCED 496 -6,415 -92.8% 0.00% $44K 2024-07-30 $83.84
2023 Q4 REDUCED 6,911 -6,981 -50.3% 0.03% $569K 2024-01-09 $79.10
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and SPHB

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

How long has IFP Advisors, Inc reported owning SPHB?

IFP Advisors, Inc reported SPHB across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPHB position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for SPHB was 0.03% in 2023 Q4.

What is the latest reported SPHB position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 985 shares, equal to 0.00% of portfolio, with an estimated market value of $114K.

What does the chart on this SPHB ownership page compare?

The chart compares IFP Advisors, Inc's quarterly SPHB 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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