Ownership history in Aries Wealth Management · 18 quarters on record
This page tracks every 13F SEC filing in which Aries Wealth Management reported a position in INVESCO EXCH TRADED FD TR II (PXH). 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 | UNCHANGED | 204,284 | — | 0% | 1.17% | $5.3M | $25.81 |
| 2025 Q3 | REDUCED | 204,284 | -650 | -0.3% | 1.23% | $5.2M | $25.05 |
| 2025 Q2 | REDUCED | 204,934 | -3,730 | -1.8% | 1.25% | $4.8M | $22.70 |
| 2025 Q1 | REDUCED | 208,664 | -2,180 | -1.0% | 1.23% | $4.5M | $20.96 |
As of 2025 Q4 — sorted by position size