PDN INVESCO EXCH TRADED FD TR II

Ownership history in Efficient Frontier Advisors LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Efficient Frontier Advisors LLC reported a position in INVESCO EXCH TRADED FD TR II (PDN). 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
0.24% (2023 Q4)
Avg. % of fund
0.21%
First filed
2023 Q4
Last filed
2025 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 9,228 +86 +0.9% 0.23% $359K $38.20
2025 Q1 ADDED 9,142 +73 +0.8% 0.20% $306K $32.55
2024 Q4 ADDED 9,069 +96 +1.1% 0.19% $287K $30.49
2024 Q3 ADDED 8,973 +65 +0.7% 0.20% $315K $33.54
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% of Fund (quarterly)    PDN price (monthly, adj. close)
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