PDP — INVESCO EXCHANGE TRADED FD T

Ownership history in Lloyd Advisory Services, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Lloyd Advisory Services, LLC. reported a position in INVESCO EXCHANGE TRADED FD T (PDP). 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
2.09% (2021 Q3)
Avg. % of fund
0.62%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,865 +11,823 +28150.0% 0.54% $1.4M $116.40
2022 Q1 UNCHANGED 42 — 0% 0.00% $3K $80.02
2021 Q4 REDUCED 42 -45,344 -99.9% 0.00% $4K $93.35
2021 Q3 ADDED 45,386 +45,346 +113365.0% 2.09% $4.1M $88.35
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% of Fund (quarterly)    PDP price (monthly, adj. close)

Other funds also holding PDP

As of 2025 Q4 — sorted by position size

NewSquare Capital LLC 3Y 7Y 2.11% Strid Group, LLC 3Y 7Y 1.58% JBR Co Financial Management Inc 1.42% MTM Investment Management, LLC 3Y 1.09% MorganRosel Wealth Management, LLC 3Y 7Y 0.63% MGB Wealth Management, LLC 0.63% Redwood Family Wealth LLC 0.54% Institute for Wealth Management, LLC. 3Y 7Y 0.53% Tradition Wealth Management, LLC 3Y 0.43% Second Half Financial Partners, LLC 3Y 0.39%
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