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.
| 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 |
| 2022 Q2 | REDUCED | 4,353 | -97 | -2.2% | 0.03% | $192K | $38.01 |
| 2022 Q1 | REDUCED | 4,450 | -3,475 | -43.8% | 0.04% | $210K | $40.27 |
| 2021 Q4 | REDUCED | 7,925 | -828 | -9.5% | 0.07% | $359K | $38.27 |
| 2021 Q3 | ADDED | 8,753 | +13 | +0.1% | 0.09% | $371K | $35.45 |
| 2021 Q2 | REDUCED | 8,740 | -337 | -3.7% | 0.09% | $385K | $36.71 |
| 2021 Q1 | REDUCED | 9,077 | -1,226 | -11.9% | 0.11% | $389K | $35.41 |
As of 2025 Q4 — sorted by position size