PIZ — INVESCO EXCH TRADED FD TR II

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

This page tracks every 13F SEC filing in which CPC Advisors, LLC reported a position in INVESCO EXCH TRADED FD TR II (PIZ). 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.

Peak position
0.26% (2025 Q2)
Avg. % of fund
0.24%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 45,245 -197 -0.4% 0.22% $2.2M $48.98
2025 Q3 ADDED 45,442 +72 +0.2% 0.23% $2.2M $47.48
2025 Q2 INITIATED 45,370 — — 0.26% $2.1M $45.73
% of Fund (quarterly)    PIZ price (monthly, adj. close)

Other funds also holding PIZ

As of 2025 Q4 — sorted by position size

Axiom Financial Strategies, LLC 3Y 4.8% Systelligence, LLC 3Y 3.44% Del-Sette Capital Management, LLC 3Y 2.45% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 1.05% RiverTree Advisors, LLC 3Y 0.86% Genesee Capital Advisors, LLC 3Y 7Y 0.73% Trueblood Wealth Management, LLC 0.39% NewSquare Capital LLC 3Y 7Y 0.28% Navis Wealth Advisors, LLC 3Y 0.24% MorganRosel Wealth Management, LLC 3Y 7Y 0.18%
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