JOURNEY STRATEGIC WEALTH LLC IGPT — INVESCO EXCHANGE TRADED FD T

Ownership history in JOURNEY STRATEGIC WEALTH LLC  ·  4 quarters on record

AI Ownership Summary

JOURNEY STRATEGIC WEALTH LLC reported INVESCO EXCHANGE TRADED FD T (IGPT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.57% in 2025 Q4. The latest visible filing shows IGPT at 0.50% 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 IGPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOURNEY STRATEGIC WEALTH 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
2026 Q1

IGPT was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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.

IGPT stock page JOURNEY STRATEGIC WEALTH LLC fund profile JOURNEY STRATEGIC WEALTH LLC full holdings
How JOURNEY STRATEGIC WEALTH LLC held IGPT — position size vs. price
% of Fund (quarterly)    IGPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 347,188 -20,316 -5.5% 0.50% $20.2M 2026-04-15 $68.78
2025 Q4 ADDED — — — 367,504 +64,447 +21.3% 0.57% $21.9M 2026-02-13 $62.85
2025 Q3 ADDED — — — 303,057 +21,899 +7.8% 0.46% $16.4M 2025-11-12 $60.10
2025 Q2 INITIATED — — — 281,158 — — 0.45% $13.8M 2025-08-12 $50.97

🏢 Other funds also holding IGPT

As of 2026 Q1 — sorted by position size

Indie Asset Partners, LLC 3Y 1.69% Berkshire Money Management, Inc. 3Y 7Y 1.39% Silverleafe Capital Partners, LLC 3Y 7Y 1.25% Bay Capital Advisors, LLC 0.78% Bawa N Mallick Trust 0.36% REDSTONE WEALTH MANAGEMENT, LLC 0.32% Rubicon Advisors, GP 0.32% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.26% Opus Capital Group, LLC 3Y 7Y 0.2% Fortune Financial Group, Inc. 0.19%

FAQ About JOURNEY STRATEGIC WEALTH LLC and IGPT

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

How long has JOURNEY STRATEGIC WEALTH LLC reported owning IGPT?

JOURNEY STRATEGIC WEALTH LLC reported IGPT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IGPT position in JOURNEY STRATEGIC WEALTH LLC's portfolio?

The largest reported portfolio weight for IGPT was 0.57% in 2025 Q4.

What is the latest reported IGPT position on this page?

The most recent filing on this page is 2026 Q1, when JOURNEY STRATEGIC WEALTH LLC reported 347,188 shares, equal to 0.50% of portfolio, with an estimated market value of $20.2M.

What does the chart on this IGPT ownership page compare?

The chart compares JOURNEY STRATEGIC WEALTH LLC's quarterly IGPT 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 JOURNEY STRATEGIC WEALTH LLC time their IGPT position?

Based on 13F filing dates vs. subsequent IGPT price moves, JOURNEY STRATEGIC WEALTH LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IGPT relative to SPY over the holding period was +35.8%.

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