Beacon Capital Management, Inc. PSP — INVESCO EXCHANGE TRADED FD T

Ownership history in Beacon Capital Management, Inc.  ·  33 quarters on record

AI Ownership Summary

Beacon Capital Management, Inc. reported INVESCO EXCHANGE TRADED FD T (PSP) in 33 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.85% in 2024 Q3. The latest visible filing shows PSP at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Capital Management, Inc.'s position in INVESCO EXCHANGE TRADED FD T, 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 Q3

PSP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

How Beacon Capital Management, Inc. held PSP — position size vs. price
% of Fund (quarterly)    PSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,739 +2 +0.1% 0.01% $98K 2026-10-13 $56.15
2026 Q2 ADDED — — — 1,737 +56 +3.3% 0.01% $97K 2026-08-13 $64.53
2025 Q4 REDUCED 99.3% -15.5% ✅ 1,681 -223,376 -99.3% 0.01% $113K 2026-02-12 $61.64
2025 Q3 REDUCED — — — 225,057 -10,671 -4.5% 0.74% $15.5M 2025-10-16 $63.84
2025 Q2 ADDED — — — 235,728 +231,828 +5944.3% 0.84% $16.2M 2025-09-04 $66.41
2025 Q1 REDUCED 98.7% +9.8% ❌ 3,900 -287,521 -98.7% 0.01% $262K 2025-05-21 $60.50
2024 Q4 REDUCED — — — 291,421 -9,097 -3.0% 0.84% $19.5M 2025-02-11 $63.85
2024 Q3 REDUCED — — — 300,518 -11,133 -3.6% 0.85% $20.5M 2024-10-15 $60.89
2024 Q2 REDUCED 5.7% +12.5% ❌ 311,651 -18,902 -5.7% 0.82% $19.0M 2024-08-05 $52.59
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Capital Management, Inc. and PSP

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

How long has Beacon Capital Management, Inc. reported owning PSP?

Beacon Capital Management, Inc. reported PSP across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported PSP position in Beacon Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for PSP was 0.85% in 2024 Q3.

What is the latest reported PSP position on this page?

The most recent filing on this page is 2026 Q3, when Beacon Capital Management, Inc. reported 1,739 shares, equal to 0.01% of portfolio, with an estimated market value of $98K.

What does the chart on this PSP ownership page compare?

The chart compares Beacon Capital Management, Inc.'s quarterly PSP 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 Beacon Capital Management, Inc. time their PSP position?

Based on 13F filing dates vs. subsequent PSP price moves, Beacon Capital Management, Inc. correctly timed 13 out of 32 reported position changes (41%). The annualised alpha on PSP relative to SPY over the holding period was -9.0%.

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