Ownership history in Lifeworks Advisors, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (IUS). 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 | ADDED | 4,051 | +28 | +0.7% | 0.03% | $224K | $55.01 |
| 2025 Q2 | REDUCED | 4,023 | -642 | -13.8% | 0.03% | $207K | $51.11 |
| 2025 Q1 | REDUCED | 4,665 | -283 | -5.7% | 0.04% | $230K | $48.79 |
| 2024 Q4 | REDUCED | 4,948 | -336 | -6.4% | 0.04% | $246K | $48.88 |
| 2024 Q3 | ADDED | 5,284 | +752 | +16.6% | 0.05% | $266K | $49.31 |
| 2024 Q2 | ADDED | 4,532 | +251 | +5.9% | 0.06% | $215K | $46.30 |
| 2024 Q1 | INITIATED | 4,281 | — | — | 0.06% | $203K | — |
As of 2025 Q4 — sorted by position size