RWJ — INVESCO EXCH TRADED FD TR II

Ownership history in Hyperion Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Hyperion Partners, LLC reported a position in INVESCO EXCH TRADED FD TR II (RWJ). 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
10.17% (2024 Q3)
Avg. % of fund
9.62%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 348,534 +14,873 +4.5% 10.17% $15.9M $45.06
2024 Q2 ADDED 333,661 +18,884 +6.0% 9.54% $13.4M $39.37
2024 Q1 ADDED 314,777 +11,622 +3.8% 9.87% $13.5M $41.92
2023 Q4 ADDED 303,155 +6,600 +2.2% 9.95% $12.6M $40.44
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% of Fund (quarterly)    RWJ price (monthly, adj. close)

Other funds also holding RWJ

As of 2025 Q4 — sorted by position size

Fusion Family Wealth, LLC 3Y 7Y 5.46% Cyr Financial Inc. 3.8% CPC Advisors, LLC 3Y 1.8% Oxford Wealth Group, LLC 1.67% OPINICUS CAPITAL, INC. 1.26% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.95% Main Street Group, LTD 0.66% GUIDANCE CAPITAL, INC 0.6% Bowman & Co S.C. 3Y 0.48% ADAPT WEALTH ADVISORS, LLC 0.36%
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