Allworth Financial LP IDHQ — INVESCO EXCH TRADED FD TR II

Ownership history in Allworth Financial LP  ·  5 quarters on record

AI Ownership Summary

Allworth Financial LP reported INVESCO EXCH TRADED FD TR II (IDHQ) in 5 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows IDHQ at 0.00% 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.

What this IDHQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allworth Financial LP's position in INVESCO EXCH TRADED FD TR II, 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 Q1

IDHQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

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 Q1

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.

IDHQ stock page Allworth Financial LP fund profile Allworth Financial LP full holdings
How Allworth Financial LP held IDHQ — position size vs. price
% of Fund (quarterly)    IDHQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 152 — 0% 0.00% $5K 2026-05-15 $39.33
2025 Q3 REDUCED 84.0% +5.6% ❌ 152 -798 -84.0% 0.00% $5K 2025-12-02 $34.10
2024 Q3 UNCHANGED — — — 950 — 0% 0.00% $30K 2024-10-23 $29.31
2024 Q2 UNCHANGED — — — 950 — 0% 0.00% $29K 2024-07-24 $28.92
2024 Q1 INITIATED — — — 950 — — 0.00% $29K 2024-04-25 $28.14

🏢 Other funds also holding IDHQ

As of 2026 Q1 — sorted by position size

Cedar Wealth Management, LLC 3Y 7Y 8.46% Berkeley, Inc 7.81% Integrated Capital Management, LLC 5.52% Chaney Capital Management, Inc. 4.91% Elevated Financial Group LLC 2.72% BOS Asset Management, LLC 3Y 2.16% Well Done, LLC 3Y 7Y 1.11% Destiny Wealth Partners, LLC 3Y 0.86% PERSPECTIVE WEALTH ADVISORS LLC 0.86% WCG Wealth Advisors LLC 3Y 0.85%

FAQ About Allworth Financial LP and IDHQ

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

How long has Allworth Financial LP reported owning IDHQ?

Allworth Financial LP reported IDHQ across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IDHQ position in Allworth Financial LP's portfolio?

The largest reported portfolio weight for IDHQ was 0.00% in 2024 Q1.

What is the latest reported IDHQ position on this page?

The most recent filing on this page is 2026 Q1, when Allworth Financial LP reported 152 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this IDHQ ownership page compare?

The chart compares Allworth Financial LP's quarterly IDHQ 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.

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