PWB β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Center for Wealth Management Advisory  Β·  1 quarter on record

AI Ownership Summary

Center for Wealth Management Advisory reported INVESCO EXCHANGE TRADED FD T (PWB) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 19.72% in 2026 Q1. The latest visible filing shows PWB at 19.72% 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 PWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Center for Wealth Management Advisory'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 Q1

PWB was reported at 19.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.72% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 Center for Wealth Management Advisory held PWB β€” position size vs. price
% of Fund (quarterly)    PWB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 210,537 β€” β€” 19.72% $26.8M 2026-04-10 $136.53

FAQ About Center for Wealth Management Advisory and PWB

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

How long has Center for Wealth Management Advisory reported owning PWB?

Center for Wealth Management Advisory reported PWB across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PWB position in Center for Wealth Management Advisory's portfolio?

The largest reported portfolio weight for PWB was 19.72% in 2026 Q1.

What is the latest reported PWB position on this page?

The most recent filing on this page is 2026 Q1, when Center for Wealth Management Advisory reported 210,537 shares, equal to 19.72% of portfolio, with an estimated market value of $26.8M.

What does the chart on this PWB ownership page compare?

The chart compares Center for Wealth Management Advisory's quarterly PWB 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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