SPHB INVESCO EXCH TRADED FD TR II

Ownership history in PFG Advisors  ·  14 quarters on record

This page tracks every 13F SEC filing in which PFG Advisors reported a position in INVESCO EXCH TRADED FD TR II (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
0.67% (2025 Q4)
Avg. % of fund
0.13%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 117,266 +24,141 +25.9% 0.67% $13.7M $116.97
2025 Q3 ADDED 93,125 +83,172 +835.6% 0.42% $10.2M $109.62
2025 Q2 REDUCED 9,953 -865 -8.0% 0.04% $971K $97.20
2025 Q1 REDUCED 10,818 -144 -1.3% 0.05% $847K $77.86
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% of Fund (quarterly)    SPHB price (monthly, adj. close)
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