IPKW — INVESCO EXCHNG TRADED FD TR

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in INVESCO EXCHNG TRADED FD TR (IPKW). 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 Q3 UNCHANGED 252 — 0% 0.00% $13K $51.99
2023 Q4 ADDED 252 +184 +270.6% 0.00% $9K $34.55
2019 Q4 INITIATED 68 — — 0.00% $2K $26.59
% of Fund (quarterly)    IPKW price (monthly, adj. close)

Other funds also holding IPKW

As of 2025 Q4 — sorted by position size

Kellett Wealth Advisors, LLC 3Y 7.81% Park Edge Advisors, LLC 2.61% GPS Wealth Strategies Group, LLC 3Y 1.87% Nikulski Financial, Inc. 3Y 7Y 1.56% WESPAC Advisors, LLC 3Y 7Y 1.13% VISTA INVESTMENT MANAGEMENT 3Y 7Y 1.11% Breakwater Capital Group 3Y 1.0% Horizon Wealth Management, LLC 3Y 0.72% ATX Financial Planning, LLC 0.62% Financial Enhancement Group LLC 3Y 7Y 0.54%
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