SPHD β€” INVESCO EXCH TRADED FD TR II

Ownership history in Pinnacle Wealth Management Group, Inc.  Β·  6 quarters on record

AI Ownership Summary

Pinnacle Wealth Management Group, Inc. reported INVESCO EXCH TRADED FD TR II (SPHD) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.86% in 2025 Q1. The latest visible filing shows SPHD at 1.39% 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.

What this SPHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Wealth Management Group, Inc.'s position in INVESCO EXCH TRADED FD TR II, 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
2025 Q4

SPHD was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.86% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Pinnacle Wealth Management Group, Inc. held SPHD β€” position size vs. price
% of Fund (quarterly)    SPHD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 57,890 +262 +0.5% 1.39% $2.8M 2026-02-14 (Est.) $52.20
2025 Q3 ADDED 57,628 +2,452 +4.4% 1.46% $2.8M 2025-10-08 $47.74
2025 Q2 ADDED 55,176 +2,093 +3.9% 1.50% $2.6M 2025-07-31 $46.21
2025 Q1 REDUCED 53,083 -6,083 -10.3% 1.86% $2.7M 2025-04-11 $44.24
2024 Q4 ADDED 59,166 +2,664 +4.7% 1.78% $2.9M 2025-01-13 $45.01
2024 Q3 INITIATED 56,502 β€” β€” 1.80% $2.9M 2024-10-10 $46.84

FAQ About Pinnacle Wealth Management Group, Inc. and SPHD

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

How long has Pinnacle Wealth Management Group, Inc. reported owning SPHD?

Pinnacle Wealth Management Group, Inc. reported SPHD across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported SPHD position in Pinnacle Wealth Management Group, Inc.'s portfolio?

The largest reported portfolio weight for SPHD was 1.86% in 2025 Q1.

What is the latest reported SPHD position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Wealth Management Group, Inc. reported 57,890 shares, equal to 1.39% of portfolio, with an estimated market value of $2.8M.

What does the chart on this SPHD ownership page compare?

The chart compares Pinnacle Wealth Management Group, Inc.'s quarterly SPHD 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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