KRAEMATON INVESTMENT ADVISORS, INC SPHQ — INVESCO EXCHANGE TRADED FD T

Ownership history in KRAEMATON INVESTMENT ADVISORS, INC  ·  8 quarters on record

AI Ownership Summary

KRAEMATON INVESTMENT ADVISORS, INC reported INVESCO EXCHANGE TRADED FD T (SPHQ) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.93% in 2026 Q2. The latest visible filing shows SPHQ at 0.93% 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.

What this SPHQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KRAEMATON INVESTMENT ADVISORS, INC'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
2026 Q2

SPHQ was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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 KRAEMATON INVESTMENT ADVISORS, INC held SPHQ — position size vs. price
% of Fund (quarterly)    SPHQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 13,921 +2,806 +25.2% 0.93% $1.3M 2026-07-24 $84.64
2026 Q1 ADDED — — — 11,115 +11 +0.1% 0.68% $836K 2026-05-13 $82.05
2025 Q4 ADDED — — — 11,104 +239 +2.2% 0.66% $833K 2026-01-21 $76.62
2025 Q3 ADDED — — — 10,865 +10 +0.1% 0.68% $796K 2025-11-07 $72.65
2025 Q2 ADDED — — — 10,855 +1,271 +13.3% 0.73% $774K 2025-07-22 $70.71
2025 Q1 ADDED — — — 9,584 +1,241 +14.9% 0.65% $636K 2025-04-14 $62.85
2024 Q4 ADDED — — — 8,343 +1,325 +18.9% 0.55% $559K 2025-01-15 $66.09
2024 Q3 INITIATED — — — 7,018 — — 0.46% $472K 2024-11-08 $67.06

FAQ About KRAEMATON INVESTMENT ADVISORS, INC and SPHQ

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

How long has KRAEMATON INVESTMENT ADVISORS, INC reported owning SPHQ?

KRAEMATON INVESTMENT ADVISORS, INC reported SPHQ across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SPHQ position in KRAEMATON INVESTMENT ADVISORS, INC's portfolio?

The largest reported portfolio weight for SPHQ was 0.93% in 2026 Q2.

What is the latest reported SPHQ position on this page?

The most recent filing on this page is 2026 Q2, when KRAEMATON INVESTMENT ADVISORS, INC reported 13,921 shares, equal to 0.93% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SPHQ ownership page compare?

The chart compares KRAEMATON INVESTMENT ADVISORS, INC'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.

How well did KRAEMATON INVESTMENT ADVISORS, INC time their SPHQ position?

Based on 13F filing dates vs. subsequent SPHQ price moves, KRAEMATON INVESTMENT ADVISORS, INC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on SPHQ relative to SPY over the holding period was +295.6%.

← Back to KRAEMATON INVESTMENT ADVISORS, INC Holdings