Ownership history in First Affirmative Financial Network · 13 quarters on record
This page tracks every 13F SEC filing in which First Affirmative Financial Network reported a position in INVESCO EXCH TRADED FD TR II (CGW). 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 | 35,346 | -919 | -2.5% | 1.14% | $2.2M | $63.24 |
| 2025 Q1 | ADDED | 36,265 | +552 | +1.5% | 1.24% | $2.0M | $54.82 |
| 2024 Q4 | REDUCED | 35,713 | -2,233 | -5.9% | 1.12% | $1.9M | $53.35 |
| 2024 Q3 | REDUCED | 37,946 | -382 | -1.0% | 1.27% | $2.3M | $58.92 |
| 2024 Q2 | REDUCED | 38,328 | -584 | -1.5% | 1.47% | $2.1M | $53.23 |
| 2024 Q1 | REDUCED | 38,912 | -287 | -0.7% | 1.59% | $2.2M | $53.46 |
| 2023 Q4 | REDUCED | 39,199 | -870 | -2.2% | 1.66% | $2.1M | $51.03 |
| 2023 Q3 | REDUCED | 40,069 | -1,075 | -2.6% | 1.82% | $1.9M | $44.09 |
| 2023 Q2 | ADDED | 41,144 | +456 | +1.1% | 2.11% | $2.1M | $48.72 |
| 2023 Q1 | REDUCED | 40,688 | -211 | -0.5% | 2.35% | $2.0M | $47.25 |
As of 2025 Q4 — sorted by position size