Advanced Asset Management Advisors Inc PFM — INVESCO EXCHANGE TRADED FD T

Ownership history in Advanced Asset Management Advisors Inc  ·  25 quarters on record

AI Ownership Summary

Advanced Asset Management Advisors Inc reported INVESCO EXCHANGE TRADED FD T (PFM) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows PFM at 0.01% 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 PFM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advanced Asset Management Advisors Inc's position in INVESCO EXCHANGE TRADED FD T, 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
2026 Q2

PFM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

PFM stock page Advanced Asset Management Advisors Inc fund profile Advanced Asset Management Advisors Inc full holdings
How Advanced Asset Management Advisors Inc held PFM — position size vs. price
% of Fund (quarterly)    PFM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 690 — 0% 0.01% $38K 2026-07-16 $56.21
2026 Q1 UNCHANGED — — — 690 — 0% 0.01% $35K 2026-04-24 $53.42
2025 Q4 REDUCED 50.0% -0.4% ✅ 690 -690 -50.0% 0.01% $36K 2026-02-02 $52.85
2025 Q3 UNCHANGED — — — 1,380 — 0% 0.02% $70K 2025-10-20 $50.48
2025 Q2 UNCHANGED — — — 1,380 — 0% 0.02% $66K 2025-07-24 $48.34
2025 Q1 UNCHANGED — — — 1,380 — 0% 0.02% $63K 2025-04-17 $42.69
2024 Q4 UNCHANGED — — — 1,380 — 0% 0.02% $63K 2025-01-31 $46.40
2024 Q3 UNCHANGED — — — 1,380 — 0% 0.02% $59K 2024-10-24 $45.35
2024 Q2 UNCHANGED — — — 1,380 — 0% 0.02% $59K 2024-08-01 $42.85
2024 Q1 UNCHANGED — — — 1,380 — 0% 0.01% $59K 2024-04-26 $39.83
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PFM

As of 2026 Q2 — sorted by position size

Flaharty Asset Management, LLC 3Y 7Y 3.77% NESTEGG ADVISORS, INC. 1.93% Focus Financial Network, Inc. 0.19% Bond & Devick Financial Network, Inc. 3Y 0.19% Nova Wealth Management, Inc. 0.07% CFS Investment Advisory Services, LLC 3Y 0.07% Accurate Wealth Management, LLC 3Y 0.03% INDEPENDENT FINANCIAL GROUP, LLC 0.02% EASTERN BANK 3Y 7Y 0.01% CITY HOLDING CO 3Y 7Y 0.01%

FAQ About Advanced Asset Management Advisors Inc and PFM

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

How long has Advanced Asset Management Advisors Inc reported owning PFM?

Advanced Asset Management Advisors Inc reported PFM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PFM position in Advanced Asset Management Advisors Inc's portfolio?

The largest reported portfolio weight for PFM was 0.02% in 2025 Q3.

What is the latest reported PFM position on this page?

The most recent filing on this page is 2026 Q2, when Advanced Asset Management Advisors Inc reported 690 shares, equal to 0.01% of portfolio, with an estimated market value of $38K.

What does the chart on this PFM ownership page compare?

The chart compares Advanced Asset Management Advisors Inc's quarterly PFM 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 Advanced Asset Management Advisors Inc time their PFM position?

Based on 13F filing dates vs. subsequent PFM price moves, Advanced Asset Management Advisors Inc correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on PFM relative to SPY over the holding period was -2.0%.

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