Bridge Advisory, LLC PPA β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Bridge Advisory, LLC  Β·  3 quarters on record

AI Ownership Summary

Bridge Advisory, LLC reported INVESCO EXCHANGE TRADED FD T (PPA) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q3. Peak portfolio weight reached 0.56% in 2024 Q3. The latest visible filing shows PPA at 0.56% 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 PPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bridge Advisory, LLC'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
2024 Q3

PPA was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% 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 Q1 to 2024 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 Bridge Advisory, LLC held PPA β€” position size vs. price
% of Fund (quarterly)    PPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED β€” β€” β€” 10,181 -211 -2.0% 0.56% $1.2M 2024-11-14 (Est.) $117.72
2024 Q2 ADDED β€” β€” β€” 10,392 +705 +7.3% 0.53% $1.1M 2024-07-23 $107.06
2024 Q1 INITIATED β€” β€” β€” 9,687 β€” β€” 0.49% $984K 2024-04-16 $97.72

FAQ About Bridge Advisory, LLC and PPA

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

How long has Bridge Advisory, LLC reported owning PPA?

Bridge Advisory, LLC reported PPA across 3 quarterly 13F filings, from 2024 Q1 through 2024 Q3.

What was the largest reported PPA position in Bridge Advisory, LLC's portfolio?

The largest reported portfolio weight for PPA was 0.56% in 2024 Q3.

What is the latest reported PPA position on this page?

The most recent filing on this page is 2024 Q3, when Bridge Advisory, LLC reported 10,181 shares, equal to 0.56% of portfolio, with an estimated market value of $1.2M.

What does the chart on this PPA ownership page compare?

The chart compares Bridge Advisory, LLC's quarterly PPA 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.

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