SEC 13F Intelligence

Ameriserv Wealth Advisors / SPHD

Ameriserv Wealth Advisors’s Invesco Exch Traded Fd Tr II Position

Does Ameriserv Wealth Advisors own Invesco Exch Traded Fd Tr II (SPHD)? Not currently — the last reported position was 80.5K shares worth $4M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2024
Shares
80.5K
% of Portfolio
+2.10%
Quarters Held
7
position exited

Position History SPHD

Reported value by quarter
Q2 ’22: $1MQ2 ’22Q3 ’22: $845,000Q3 ’22Q4 ’22: $924,155Q4 ’22Q1 ’23: $465,576Q1 ’23Q2 ’23: $229,368Q2 ’23Q3 ’23: $201,240Q3 ’23Q4 ’24: $4MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202480.5K$4M+2.10%
Q3 20235.1K$201,240+0.37%
Q2 20235.5K$229,368+0.43%
Q1 202311.0K$465,576+1.07%
Q4 202221.1K$924,155+1.84%
Q3 202221.6K$845,000+1.86%
Q2 202229.0K$1M+3.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ameriserv Wealth Advisors’s full portfolio or all institutional holders of SPHD.