VIAWEALTH, LLC SPHD β€” INVESCO EXCH TRADED FD TR II

Ownership history in VIAWEALTH, LLC  Β·  4 quarters on record

AI Ownership Summary

VIAWEALTH, LLC reported INVESCO EXCH TRADED FD TR II (SPHD) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.0% in 2025 Q4. The latest visible filing shows SPHD at 1.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VIAWEALTH, LLC'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 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2025 Q4

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.

SPHD stock page VIAWEALTH, LLC fund profile VIAWEALTH, LLC full holdings
How VIAWEALTH, LLC held SPHD β€” position size vs. price
% of Fund (quarterly)    SPHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 37,039 +11,410 +44.5% 1.00% $1.8M 2026-02-14 (Est.) $51.98
2025 Q3 ADDED β€” β€” β€” 25,629 +21,636 +541.8% 0.69% $1.3M 2025-11-12 $47.22
2024 Q3 REDUCED 10.7% -4.1% βœ… 3,993 -479 -10.7% 0.12% $202K 2024-11-13 $47.11
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPHD

As of 2026 Q1 β€” sorted by position size

Fortune Financial Group, Inc. 6.23% Advocate Investing Services LLC 3.72% Stonebridge Wealth Management, LLC 2.35% WJ Financial Advisors LLC 2.03% Lynx Investment Advisory 1.65% Chris Bulman Inc 1.59% Portland Financial Advisors Inc 1.5% Pinnacle Wealth Management Group, Inc. 3Y 1.47% Winter & Associates, Inc. 1.38% Leelyn Smith, LLC 3Y 1.23%

FAQ About VIAWEALTH, LLC and SPHD

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

How long has VIAWEALTH, LLC reported owning SPHD?

VIAWEALTH, LLC reported SPHD across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported SPHD position in VIAWEALTH, LLC's portfolio?

The largest reported portfolio weight for SPHD was 1.00% in 2025 Q4.

What is the latest reported SPHD position on this page?

The most recent filing on this page is 2025 Q4, when VIAWEALTH, LLC reported 37,039 shares, equal to 1.00% of portfolio, with an estimated market value of $1.8M.

What does the chart on this SPHD ownership page compare?

The chart compares VIAWEALTH, LLC'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.

How well did VIAWEALTH, LLC time their SPHD position?

Based on 13F filing dates vs. subsequent SPHD price moves, VIAWEALTH, LLC correctly timed 2 out of 3 reported position changes (67%).

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