SPHQ INVESCO EXCHANGE TRADED FD T

Ownership history in Legacy Private Trust Co.  ·  32 quarters on record

AI Ownership Summary

Legacy Private Trust Co. reported INVESCO EXCHANGE TRADED FD T (SPHQ) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.82% in 2023 Q4. The latest visible filing shows SPHQ at 0.57% 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 Legacy Private Trust Co.'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 Q1

SPHQ was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% 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 Legacy Private Trust Co. 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 122,459 -2,273 -1.8% 0.57% $9.2M 2026-04-07 $76.04
2025 Q4 REDUCED 124,732 -54 -0.0% 0.55% $9.4M 2026-01-08 $76.18
2025 Q3 REDUCED 124,786 -1,632 -1.3% 0.55% $9.1M 2025-10-08 $73.36
2025 Q2 REDUCED 126,418 -5,829 -4.4% 0.58% $9.0M 2025-07-08 $70.93
2025 Q1 REDUCED 132,247 -8,385 -6.0% 0.60% $8.8M 2025-04-04 $59.53
2024 Q4 REDUCED 140,632 -7,565 -5.1% 0.62% $9.4M 2025-01-08 $66.22
2024 Q3 REDUCED 148,197 -7,665 -4.9% 0.67% $10.0M 2024-10-07 $64.94
2024 Q2 REDUCED 155,862 -17,316 -10.0% 0.70% $9.9M 2024-07-12 $63.34
2024 Q1 REDUCED 173,178 -16,800 -8.8% 0.76% $10.5M 2024-04-10 $58.25
2023 Q4 REDUCED 189,978 -14,931 -7.3% 0.82% $10.3M 2024-01-10 $52.77
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Legacy Private Trust Co. and SPHQ

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

How long has Legacy Private Trust Co. reported owning SPHQ?

Legacy Private Trust Co. reported SPHQ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPHQ position in Legacy Private Trust Co.'s portfolio?

The largest reported portfolio weight for SPHQ was 0.82% in 2023 Q4.

What is the latest reported SPHQ position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Private Trust Co. reported 122,459 shares, equal to 0.57% of portfolio, with an estimated market value of $9.2M.

What does the chart on this SPHQ ownership page compare?

The chart compares Legacy Private Trust Co.'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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