Ownership history in AAF Wealth Management, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which AAF Wealth Management, LLC reported a position in INVESCO EXCHANGE TRADED FD T (PID). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 75,681 | -3,492 | -4.4% | 0.70% | $1.7M | $21.80 |
| 2025 Q3 | REDUCED | 79,173 | -22 | -0.0% | 0.76% | $1.7M | $20.96 |
| 2025 Q2 | REDUCED | 79,195 | -4,183 | -5.0% | 0.74% | $1.6M | $20.04 |
| 2025 Q1 | REDUCED | 83,378 | -9,909 | -10.6% | 0.86% | $1.6M | $18.40 |
| 2024 Q4 | REDUCED | 93,287 | -2,295 | -2.4% | 0.87% | $1.7M | $17.52 |
| 2024 Q3 | REDUCED | 95,582 | -129 | -0.1% | 0.96% | $1.9M | $18.83 |
| 2024 Q2 | REDUCED | 95,711 | -3,827 | -3.8% | 0.89% | $1.7M | $16.87 |
| 2024 Q1 | REDUCED | 99,538 | -5,599 | -5.3% | 1.04% | $1.8M | $17.23 |
| 2023 Q4 | REDUCED | 105,137 | -19,538 | -15.7% | 1.14% | $1.9M | $17.00 |
| 2023 Q3 | ADDED | 124,675 | +2,020 | +1.6% | 1.34% | $2.1M | $15.30 |
As of 2025 Q4 — sorted by position size