Auour Investments LLC PCY — INVESCO EXCH TRADED FD TR II

Ownership history in Auour Investments LLC  ·  7 quarters on record

AI Ownership Summary

Auour Investments LLC reported INVESCO EXCH TRADED FD TR II (PCY) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows PCY at 0.12% 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 PCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Auour Investments LLC'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

PCY was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 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.

PCY stock page Auour Investments LLC fund profile Auour Investments LLC full holdings
How Auour Investments LLC held PCY — position size vs. price
% of Fund (quarterly)    PCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,363 +2,610 +16.6% 0.12% $384K 2026-04-20 $21.56
2025 Q4 ADDED — — — 15,753 +5,628 +55.6% 0.11% $341K 2026-01-12 $21.12
2025 Q3 REDUCED 10.9% +2.6% ❌ 10,125 -1,244 -10.9% 0.07% $218K 2025-10-29 $21.15
2024 Q4 ADDED — — — 11,369 +358 +3.3% 0.08% $229K 2025-02-03 $18.60
2024 Q3 ADDED — — — 11,011 +606 +5.8% 0.08% $228K 2024-10-30 $18.73
2024 Q2 REDUCED — — — 10,405 -66 -0.6% 0.08% $208K 2024-07-19 $18.07
2024 Q1 INITIATED — — — 10,471 — — 0.08% $214K 2024-05-01 $17.31

🏢 Other funds also holding PCY

As of 2026 Q1 — sorted by position size

Advisors Preferred, LLC 3Y 7Y 1.57% Annex Advisory Services, LLC 3Y 7Y 1.57% SYON CAPITAL LLC 1.41% Fortress Financial Solutions, LLC 1.17% Financial & Tax Architects, LLC 3Y 1.08% Alliance Wealth Management Group 3Y 7Y 1.01% RiverTree Advisors, LLC 3Y 0.91% City Center Advisors, LLC 0.76% Towercrest Capital Management 3Y 7Y 0.76% Endowment Wealth Management, Inc. 3Y 0.7%

FAQ About Auour Investments LLC and PCY

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

How long has Auour Investments LLC reported owning PCY?

Auour Investments LLC reported PCY across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PCY position in Auour Investments LLC's portfolio?

The largest reported portfolio weight for PCY was 0.12% in 2026 Q1.

What is the latest reported PCY position on this page?

The most recent filing on this page is 2026 Q1, when Auour Investments LLC reported 18,363 shares, equal to 0.12% of portfolio, with an estimated market value of $384K.

What does the chart on this PCY ownership page compare?

The chart compares Auour Investments LLC's quarterly PCY 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.

How well did Auour Investments LLC time their PCY position?

Based on 13F filing dates vs. subsequent PCY price moves, Auour Investments LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on PCY relative to SPY over the holding period was -10.2%.

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