PEZ INVESCO EXCHANGE TRADED FD T

Ownership history in Advisory Services Network, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in INVESCO EXCHANGE TRADED FD T (PEZ). 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.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.0%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,725 +615 +19.8% 0.01% $375K $100.67
2025 Q1 ADDED 3,110 +996 +47.1% 0.01% $267K $85.89
2024 Q4 ADDED 2,114 +1,546 +272.2% 0.00% $209K $98.63
2023 Q4 ADDED 568 +380 +202.1% 0.00% $47K $82.14
2023 Q1 UNCHANGED 188 0% 0.00% $13K $68.29
2022 Q4 REDUCED 188 -1,397 -88.1% 0.00% $12K $63.41
2021 Q2 ADDED 1,585 +274 +20.9% 0.00% $148K $91.89
2020 Q4 REDUCED 1,311 -8 -0.6% 0.00% $100K $74.83
2020 Q3 ADDED 1,319 +1,100 +502.3% 0.00% $84K $62.49
2020 Q1 REDUCED 219 -1,100 -83.4% 0.00% $8K $35.12
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PEZ price (monthly, adj. close)
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