JBR Co Financial Management Inc PSCT — INVESCO EXCH TRADED FD TR II

Ownership history in JBR Co Financial Management Inc  ·  9 quarters on record

AI Ownership Summary

JBR Co Financial Management Inc reported INVESCO EXCH TRADED FD TR II (PSCT) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.6% in 2024 Q1. The latest visible filing shows PSCT at 0.30% 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 PSCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JBR Co Financial Management Inc's position in INVESCO EXCH TRADED FD TR II, 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
2026 Q1

PSCT was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

PSCT stock page JBR Co Financial Management Inc fund profile JBR Co Financial Management Inc full holdings
How JBR Co Financial Management Inc held PSCT — position size vs. price
% of Fund (quarterly)    PSCT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 12,718 — 0% 0.30% $720K 2026-04-08 $64.51
2025 Q4 REDUCED — — — 12,718 -90 -0.7% 0.30% $720K 2026-01-06 $59.80
2025 Q3 REDUCED 12.4% +9.1% ❌ 12,808 -1,815 -12.4% 0.29% $680K 2025-10-14 $54.71
2025 Q2 REDUCED — — — 14,623 -264 -1.8% 0.33% $676K 2025-08-13 $48.00
2025 Q1 REDUCED — — — 14,887 -525 -3.4% 0.35% $597K 2025-04-21 $35.72
2024 Q4 UNCHANGED — — — 15,412 — 0% 0.45% $736K 2025-02-04 $48.06
2024 Q3 REDUCED — — — 15,412 -670 -4.2% 0.48% $738K 2024-10-10 $47.41
2024 Q2 REDUCED — — — 16,082 -75 -0.5% 0.53% $751K 2024-07-15 $49.81
2024 Q1 INITIATED — — — 16,157 — — 0.60% $750K 2024-05-09 $46.82

🏢 Other funds also holding PSCT

As of 2026 Q1 — sorted by position size

Narus Financial Partners, LLC 3Y 7Y 0.97% HARBOUR INVESTMENT MANAGEMENT LLC 3Y 7Y 0.96% Cordoba Advisory Partners LLC 0.91% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.64% First Growth Capital LLC 0.55% Asset Allocation Strategies LLC 3Y 0.5% ICON ADVISERS INC/CO 3Y 7Y 0.25% Fulcrum Equity Management 3Y 7Y 0.21% PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.18% Somerset Trust Co 3Y 7Y 0.17%

FAQ About JBR Co Financial Management Inc and PSCT

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

How long has JBR Co Financial Management Inc reported owning PSCT?

JBR Co Financial Management Inc reported PSCT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PSCT position in JBR Co Financial Management Inc's portfolio?

The largest reported portfolio weight for PSCT was 0.60% in 2024 Q1.

What is the latest reported PSCT position on this page?

The most recent filing on this page is 2026 Q1, when JBR Co Financial Management Inc reported 12,718 shares, equal to 0.30% of portfolio, with an estimated market value of $720K.

What does the chart on this PSCT ownership page compare?

The chart compares JBR Co Financial Management Inc's quarterly PSCT 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.

How well did JBR Co Financial Management Inc time their PSCT position?

Based on 13F filing dates vs. subsequent PSCT price moves, JBR Co Financial Management Inc correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on PSCT relative to SPY over the holding period was +1.8%.

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