SPHB — INVESCO EXCH TRADED FD TR II

Ownership history in Tactive Advisors, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Tactive Advisors, LLC 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
0.72% (2025 Q3)
Avg. % of fund
0.71%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,523 -2,655 -11.5% 0.70% $2.4M $116.97
2025 Q3 INITIATED 23,178 — — 0.72% $2.5M $109.62
% of Fund (quarterly)    SPHB price (monthly, adj. close)

Other funds also holding SPHB

As of 2025 Q4 — sorted by position size

Axiom Financial Strategies, LLC 3Y 6.4% EHP Funds Inc. 3Y 4.15% BNB Wealth Management, LLC 2.65% BANK HAPOALIM BM 3Y 7Y 0.87% Fortis Group Advisors, LLC 3Y 0.71% PFG Advisors 3Y 7Y 0.67% Seros Financial, LLC 0.63% One Wealth Management Investment & Advisory Services, LLC 0.53% Sequent Asset Management, LLC 3Y 7Y 0.45% E&G Advisors, LP 3Y 7Y 0.38%
← Back to Tactive Advisors, LLC Holdings