SEC 13F Intelligence

Sage Investment Counsel LLC / SPHQ

Sage Investment Counsel LLC’s Invesco Exchange Traded Fd T Position

Does Sage Investment Counsel LLC own Invesco Exchange Traded Fd T (SPHQ)? Yes — 22.3K shares worth $2M (+1.86% of its 13F portfolio) as of Q1 2026, up from 21.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
22.3K
% of Portfolio
+1.86%
Quarters Held
6
currently held

Position History SPHQ

Reported value by quarter
Q4 ’24: $291,161Q4 ’24Q1 ’25: $410,405Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.3K$2M+1.86%
Q4 202521.2K$2M+1.75%
Q3 202520.7K$2M+1.68%
Q2 202518.7K$1M+1.55%
Q1 20256.2K$410,405+0.52%
Q4 20244.3K$291,161+0.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sage Investment Counsel LLC’s full portfolio or all institutional holders of SPHQ.