SPHB INVESCO S&P 500 HIGH

Ownership history in ORG Partners LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in INVESCO S&P 500 HIGH (SPHB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2023 Q2)
Avg. % of fund
0.0%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 0.00% $11 $109.62
2025 Q2 UNCHANGED 0.00% $9 $97.20
2025 Q1 UNCHANGED 0.00% $8 $77.86
2024 Q4 UNCHANGED 0.00% $8 $88.03
2024 Q3 UNCHANGED 0.00% $8 $88.48
2024 Q2 REDUCED -60 -100.0% 0.00% $8 $83.61
2023 Q4 REDUCED 60 -396 -86.8% 0.00% $5K $81.15
2023 Q3 REDUCED 456 -1,432 -75.8% 0.00% $456 $68.89
2023 Q2 INITIATED 1,888 0.02% $145K $74.89
% of Fund (quarterly)    SPHB price (monthly, adj. close)
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