PFM β€” INVESCO EXCHANGE TRADED FD T

Ownership history in CPC Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

CPC Advisors, LLC reported INVESCO EXCHANGE TRADED FD T (PFM) in 3 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.79% in 2025 Q4. The latest visible filing shows PFM at 0.79% 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 PFM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CPC Advisors, 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
2025 Q4

PFM was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 CPC Advisors, LLC held PFM β€” position size vs. price
% of Fund (quarterly)    PFM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 152,434 +145,740 +2177.2% 0.79% $7.9M 2026-02-14 (Est.) $53.64
2024 Q4 ADDED 6,694 +250 +3.9% 0.04% $307K 2025-01-29 $46.30
2024 Q2 INITIATED 6,444 β€” β€” 0.05% $275K 2024-08-02 $42.63

FAQ About CPC Advisors, LLC and PFM

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

How long has CPC Advisors, LLC reported owning PFM?

CPC Advisors, LLC reported PFM across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PFM position in CPC Advisors, LLC's portfolio?

The largest reported portfolio weight for PFM was 0.79% in 2025 Q4.

What is the latest reported PFM position on this page?

The most recent filing on this page is 2025 Q4, when CPC Advisors, LLC reported 152,434 shares, equal to 0.79% of portfolio, with an estimated market value of $7.9M.

What does the chart on this PFM ownership page compare?

The chart compares CPC Advisors, LLC's quarterly PFM 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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