PSP — INVESCO EXCHANGE TRADED FD T

Ownership history in Beta Wealth Group, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Beta Wealth Group, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
2.97% (2025 Q3)
Avg. % of fund
2.55%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 105,293 -3,561 -3.3% 2.84% $7.1M $67.07
2025 Q3 ADDED 108,854 +35,304 +48.0% 2.97% $7.5M $67.53
2025 Q2 INITIATED 73,550 — — 1.85% $5.1M $66.58
% of Fund (quarterly)    PSP price (monthly, adj. close)

Other funds also holding PSP

As of 2025 Q4 — sorted by position size

Touchstone Capital, Inc. 3Y 8.3% Endowment Wealth Management, Inc. 3Y 6.27% 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% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.15%
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