PSP β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Atria Investments, Inc  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Atria Investments, Inc reported a position in INVESCO EXCHANGE TRADED FD T (PSP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.17% (2019 Q2)
πŸ“Š Avg. % of fund
0.14%
πŸ“… First filed
2019 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
10

Position Intelligence

Atria Investments, Inc Γ— PSP AI Analytics

πŸ“‰ Atria Investments, Inc underperformed the S&P 500 by –0.1% annually on this PSP position. Timing score: 25% (2/8 decisions correct). Average cost basis: $44.47. Maximum drawdown during holding period: –2.0%.

πŸ“ˆ Position Alpha vs SPY
-0.1%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
8 quarters analyzed

⏱️ Timing Score
25%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 8 add/trim decisions correct

πŸ’° Entry Quality
$44.47
+51.4% vs current ($67.34)

Best entry: $44.19 (2023 Q2)  Β·  Worst: $62.81 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–2.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
40%
buy-side decisions

4 adds Β· 6 trims. Bought during 1 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PSP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,320 -3,119 -21.6% 0.01% $781K $67.34
2025 Q2 REDUCED 14,439 -10,727 -42.6% 0.01% $994K $66.40
2024 Q4 ADDED 25,166 +417 +1.7% 0.02% $1.7M $62.81
2024 Q3 REDUCED 24,749 -3,615 -12.7% 0.02% $1.7M $63.05
2024 Q2 REDUCED 28,364 -257 -0.9% 0.02% $1.7M $56.04
2024 Q1 ADDED 28,621 +182 +0.6% 0.03% $1.9M $57.20
2023 Q4 REDUCED 28,439 -6,594 -18.8% 0.03% $1.8M $53.49
2023 Q3 REDUCED 35,033 -136,668 -79.6% 0.03% $1.8M $43.90
2023 Q2 ADDED 171,701 +35,776 +26.3% 0.03% $1.8M $44.19
2019 Q2 INITIATED 135,925 β€” β€” 1.17% $24.4M β€”

🏒 Other funds also holding PSP

As of 2025 Q4 β€” sorted by position size

Touchstone Capital, Inc. 3Y 8.3% Endowment Wealth Management, Inc. 3Y 6.27% Beta Wealth Group, Inc. 3Y 7Y 2.84% Traction Financial Partners, LLC 2.22% LFA - Lugano Financial Advisors SA 3Y 7Y 0.55% Hyundai Investments Co., Ltd. 3Y 0.42% Darwin Wealth Management, LLC 3Y 7Y 0.4% Cordoba Advisory Partners LLC 0.37% O'ROURKE & COMPANY, Inc 3Y 0.31% Legacy Capital Wealth Partners, LLC 3Y 0.18%
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