Ownership history in IBEX WEALTH ADVISORS · 10 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in INVESCO DYNAMIC (PKB). 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 | 9,031 | -46 | -0.5% | 0.08% | $863K | $95.56 |
| 2025 Q2 | REDUCED | 9,077 | -1,729 | -16.0% | 0.08% | $729K | $80.30 |
| 2025 Q1 | REDUCED | 10,806 | -678 | -5.9% | 0.10% | $728K | $67.24 |
| 2024 Q4 | ADDED | 11,484 | +6,149 | +115.3% | 0.10% | $869K | $75.61 |
| 2022 Q4 | REDUCED | 5,335 | -705 | -11.7% | 0.05% | $218K | $40.49 |
| 2022 Q3 | ADDED | 6,040 | +54 | +0.9% | 0.06% | $224K | $36.81 |
| 2022 Q2 | REDUCED | 5,986 | -34 | -0.6% | 0.05% | $222K | $36.66 |
| 2022 Q1 | ADDED | 6,020 | +300 | +5.2% | 0.05% | $258K | $42.40 |
| 2021 Q4 | ADDED | 5,720 | +932 | +19.5% | 0.06% | $312K | $53.91 |
| 2021 Q3 | INITIATED | 4,788 | — | — | 0.04% | $227K | $46.76 |
As of 2025 Q4 — sorted by position size