SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported INVESCO EXCHANGE TRADED FD T (PHO) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 27.45% in 2025 Q4. The latest visible filing shows PHO at 27.45% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's position in INVESCO EXCHANGE TRADED FD T, 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.
PHO was reported at 27.45% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2026 Q1 β sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported PHO across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.
The largest reported portfolio weight for PHO was 27.45% in 2025 Q4.
The most recent filing on this page is 2025 Q4, when SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reported 198,306 shares, equal to 27.45% of portfolio, with an estimated market value of $39.5M.
The chart compares SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's quarterly PHO 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.