CUT β€” INVESCO EXCH TRADED FD TR II

Ownership history in CARDIFF PARK ADVISORS, LLC  Β·  2 quarters on record

AI Ownership Summary

CARDIFF PARK ADVISORS, LLC reported INVESCO EXCH TRADED FD TR II (CUT) in 2 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows CUT at 0.04% 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 CUT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARDIFF PARK ADVISORS, 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
2025 Q3

CUT was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 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 2025 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 CARDIFF PARK ADVISORS, LLC held CUT β€” position size vs. price
% of Fund (quarterly)    CUT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 17,826 +491 +2.8% 0.04% $527K 2025-11-14 $27.57
2024 Q1 INITIATED 17,335 β€” β€” 0.06% $588K 2024-05-14 $32.34

🏒 Other funds also holding CUT

As of 2026 Q1 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0% MATHER GROUP, LLC. 3Y 7Y 0.0%

FAQ About CARDIFF PARK ADVISORS, LLC and CUT

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

How long has CARDIFF PARK ADVISORS, LLC reported owning CUT?

CARDIFF PARK ADVISORS, LLC reported CUT across 2 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported CUT position in CARDIFF PARK ADVISORS, LLC's portfolio?

The largest reported portfolio weight for CUT was 0.06% in 2024 Q1.

What is the latest reported CUT position on this page?

The most recent filing on this page is 2025 Q3, when CARDIFF PARK ADVISORS, LLC reported 17,826 shares, equal to 0.04% of portfolio, with an estimated market value of $527K.

What does the chart on this CUT ownership page compare?

The chart compares CARDIFF PARK ADVISORS, LLC's quarterly CUT 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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