PEJ β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Gateway Wealth Partners, LLC  Β·  7 quarters on record

AI Ownership Summary

Gateway Wealth Partners, LLC reported INVESCO EXCHANGE TRADED FD T (PEJ) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.08% in 2024 Q2. The latest visible filing shows PEJ at 0.04% 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 PEJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gateway Wealth Partners, 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

PEJ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q2

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 Gateway Wealth Partners, LLC held PEJ β€” position size vs. price
% of Fund (quarterly)    PEJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,157 +9 +0.2% 0.04% $316K 2026-02-14 (Est.) $59.87
2025 Q3 ADDED 5,148 +132 +2.6% 0.04% $312K 2025-11-06 $56.75
2025 Q2 REDUCED 5,016 -573 -10.3% 0.05% $285K 2025-08-13 $58.50
2025 Q1 ADDED 5,589 +13 +0.2% 0.06% $272K 2025-05-01 $48.05
2024 Q4 REDUCED 5,576 -16 -0.3% 0.08% $291K 2025-01-23 $53.72
2024 Q3 ADDED 5,592 +21 +0.4% 0.07% $267K 2024-10-25 $48.75
2024 Q2 INITIATED 5,571 β€” β€” 0.08% $253K 2024-08-16 $44.52

FAQ About Gateway Wealth Partners, LLC and PEJ

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

How long has Gateway Wealth Partners, LLC reported owning PEJ?

Gateway Wealth Partners, LLC reported PEJ across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PEJ position in Gateway Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for PEJ was 0.08% in 2024 Q2.

What is the latest reported PEJ position on this page?

The most recent filing on this page is 2025 Q4, when Gateway Wealth Partners, LLC reported 5,157 shares, equal to 0.04% of portfolio, with an estimated market value of $316K.

What does the chart on this PEJ ownership page compare?

The chart compares Gateway Wealth Partners, LLC's quarterly PEJ 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.

← Back to Gateway Wealth Partners, LLC Holdings