PEJ — INVESCO EXCHANGE TRADED FD T

Ownership history in KWMG, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which KWMG, LLC reported a position in INVESCO EXCHANGE TRADED FD T (PEJ). 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
0.2% (2024 Q4)
Avg. % of fund
0.18%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 38,432 +215 +0.6% 0.20% $2.4M $61.33
2025 Q3 ADDED 38,217 +376 +1.0% 0.20% $2.3M $60.51
2025 Q2 REDUCED 37,841 -452 -1.2% 0.20% $2.2M $56.79
2025 Q1 ADDED 38,293 +354 +0.9% 0.19% $1.9M $48.55
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PEJ price (monthly, adj. close)

Other funds also holding PEJ

As of 2025 Q4 — sorted by position size

Outlook Wealth Advisors, LLC 3Y 7Y 0.25% Navis Wealth Advisors, LLC 3Y 0.2% Guardian Asset Advisors, LLC 0.12% Ironwood Financial, llc 3Y 7Y 0.08% Western Financial Corp/CA 3Y 0.08% HAZLETT, BURT & WATSON, INC. 3Y 0.05% PRUDENTIAL PLC 3Y 7Y 0.05% Stelac Advisory Services LLC 3Y 7Y 0.04% Gateway Wealth Partners, LLC 3Y 0.04% Quadcap Wealth Management, LLC 0.03%
← Back to KWMG, LLC Holdings