PGX β€” INVESCO EXCH TRADED FD TR II

Ownership history in CAP Partners, LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which CAP Partners, LLC reported a position in INVESCO EXCH TRADED FD TR II (PGX). 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
0.2% (2023 Q4)
πŸ“Š Avg. % of fund
0.14%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

CAP Partners, LLC Γ— PGX AI Analytics

πŸ“‰ CAP Partners, LLC underperformed the S&P 500 by –13.5% annually on this PGX position. Timing score: 50% (3/6 decisions correct). Average cost basis: $10.67. Maximum drawdown during holding period: –6.5%.

πŸ“ˆ Position Alpha vs SPY
-13.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 13.5% ann.
6 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct

πŸ’° Entry Quality
$10.67
+5.3% vs current ($11.24)

Best entry: $10.41 (2024 Q2)  Β·  Worst: $11.24 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–6.5%
max drawdown while held

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

πŸ’ͺ Fund Conviction
50%
buy-side decisions

4 adds Β· 4 trims. Bought during 1 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.09% 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)    PGX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 14,287 +68 +0.5% 0.09% $166K $11.24
2025 Q2 REDUCED 14,219 -74 -0.5% 0.10% $158K $10.63
2025 Q1 REDUCED 14,293 -2,991 -17.3% 0.12% $160K $10.56
2024 Q4 REDUCED 17,284 -54 -0.3% 0.14% $199K $10.70
2024 Q3 REDUCED 17,338 -243 -1.4% 0.16% $214K $11.29
2024 Q2 ADDED 17,581 +106 +0.6% 0.16% $203K $10.41
2024 Q1 ADDED 17,475 +104 +0.6% 0.18% $208K $10.55
2023 Q4 INITIATED 17,371 β€” β€” 0.20% $199K β€”
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