PDP — INVESCO EXCHANGE TRADED FD T

Ownership history in Corient Private Wealth LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in INVESCO EXCHANGE TRADED FD T (PDP). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,597 -536 -17.1% 0.00% $307K $118.05
2025 Q2 ADDED 3,133 +539 +20.8% 0.00% $340K $108.49
2025 Q1 REDUCED 2,594 -139 -5.1% 0.00% $259K $99.84
2024 Q4 ADDED 2,733 +2 +0.1% 0.00% $294K $107.41
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PDP price (monthly, adj. close)

Other funds also holding PDP

As of 2025 Q4 — sorted by position size

NewSquare Capital LLC 3Y 7Y 2.11% Strid Group, LLC 3Y 7Y 1.58% JBR Co Financial Management Inc 1.42% MTM Investment Management, LLC 3Y 1.09% MorganRosel Wealth Management, LLC 3Y 7Y 0.63% MGB Wealth Management, LLC 0.63% Lloyd Advisory Services, LLC. 3Y 0.54% Redwood Family Wealth LLC 0.54% Institute for Wealth Management, LLC. 3Y 7Y 0.53% Tradition Wealth Management, LLC 3Y 0.43%
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