RWJ β€” INVESCO EXCH TRADED FD TR II

Ownership history in LPF Advisors LLC  Β·  5 quarters on record

AI Ownership Summary

LPF Advisors LLC reported INVESCO EXCH TRADED FD TR II (RWJ) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 0.5% in 2024 Q1. The latest visible filing shows RWJ at 0.33% 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 RWJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPF Advisors LLC'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
2025 Q1

RWJ was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% 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 2025 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.

How LPF Advisors LLC held RWJ β€” position size vs. price
% of Fund (quarterly)    RWJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 9,871 -2,164 -18.0% 0.33% $402K 2025-05-15 (Est.) $41.73
2024 Q4 ADDED 12,035 +247 +2.1% 0.46% $551K 2025-01-16 $46.00
2024 Q3 ADDED 11,788 +46 +0.4% 0.46% $539K 2024-10-21 $44.67
2024 Q2 ADDED 11,742 +137 +1.2% 0.43% $471K 2024-07-12 $40.59
2024 Q1 INITIATED 11,605 β€” β€” 0.50% $497K 2024-05-07 $40.11

FAQ About LPF Advisors LLC and RWJ

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

How long has LPF Advisors LLC reported owning RWJ?

LPF Advisors LLC reported RWJ across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

What was the largest reported RWJ position in LPF Advisors LLC's portfolio?

The largest reported portfolio weight for RWJ was 0.50% in 2024 Q1.

What is the latest reported RWJ position on this page?

The most recent filing on this page is 2025 Q1, when LPF Advisors LLC reported 9,871 shares, equal to 0.33% of portfolio, with an estimated market value of $402K.

What does the chart on this RWJ ownership page compare?

The chart compares LPF Advisors LLC's quarterly RWJ 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.

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