SPHQ β€” INVESCO EXCHANGE

Ownership history in KPP Advisory Services LLC  Β·  8 quarters on record

AI Ownership Summary

KPP Advisory Services LLC reported INVESCO EXCHANGE (SPHQ) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.52% in 2024 Q4. The latest visible filing shows SPHQ at 0.96% 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 KPP Advisory Services LLC's position in INVESCO EXCHANGE, 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 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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 KPP Advisory Services LLC held SPHQ β€” position size vs. price
% of Fund (quarterly)    SPHQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 88,011 +4,830 +5.8% 0.96% $6.6M 2026-02-14 (Est.) $79.09
2025 Q3 ADDED 83,181 +17,215 +26.1% 0.90% $6.1M 2025-11-03 $73.29
2025 Q1 REDUCED 65,966 -30,100 -31.3% 0.83% $4.4M 2025-04-23 $63.13
2024 Q4 ADDED 96,066 +7,212 +8.1% 1.52% $6.4M 2025-01-24 $68.36
2024 Q3 ADDED 88,854 +48,666 +121.1% 1.43% $6.0M 2024-11-06 $66.71
2024 Q2 ADDED 40,188 +634 +1.6% 0.68% $2.6M 2024-08-27 $64.72
2024 Q1 REDUCED 39,554 -19,953 -33.5% 0.66% $2.4M 2024-05-14 $59.03
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About KPP Advisory Services LLC and SPHQ

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

How long has KPP Advisory Services LLC reported owning SPHQ?

KPP Advisory Services LLC reported SPHQ across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SPHQ position in KPP Advisory Services LLC's portfolio?

The largest reported portfolio weight for SPHQ was 1.52% in 2024 Q4.

What is the latest reported SPHQ position on this page?

The most recent filing on this page is 2025 Q4, when KPP Advisory Services LLC reported 88,011 shares, equal to 0.96% of portfolio, with an estimated market value of $6.6M.

What does the chart on this SPHQ ownership page compare?

The chart compares KPP Advisory Services LLC'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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