SPHD — INVESCO EXCHNG TRADED FD TR

Ownership history in PDS Planning, Inc  ·  21 quarters on record

This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in INVESCO EXCHNG TRADED FD TR (SPHD). 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
1.11% (2018 Q2)
Avg. % of fund
0.34%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,128 +18 +0.4% 0.01% $204K $48.46
2025 Q1 ADDED 4,110 +6 +0.1% 0.02% $206K $48.28
2024 Q4 ADDED 4,104 +7 +0.2% 0.02% $198K $46.04
2024 Q3 REDUCED 4,097 -256 -5.9% 0.02% $207K $47.80
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPHD price (monthly, adj. close)

Other funds also holding SPHD

As of 2025 Q4 — sorted by position size

BTS Asset Management, Inc. 3Y 7Y 11.77% Delos Wealth Advisors, LLC 3Y 2.36% Advocate Investing Services LLC 2.06% Fusion Capital, LLC 3Y 1.72% Portland Financial Advisors Inc 1.49% Pinnacle Wealth Management Group, Inc. 3Y 1.39% Foguth Wealth Management, LLC. 1.39% TLS Advisors LLC 3Y 1.21% Leelyn Smith, LLC 3Y 1.17% Lynx Investment Advisory 1.16%
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