Ownership history in MB Generational Wealth, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in INVESCO EXCH TRADED FD TR II (PDN). 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 Q4 | REDUCED | 7,206 | -1,044 | -12.7% | 0.16% | $304K | $42.19 |
| 2025 Q3 | REDUCED | 8,250 | -6,296 | -43.3% | 0.22% | $339K | $40.62 |
| 2024 Q1 | INITIATED | 14,546 | — | — | 0.16% | $205K | — |
As of 2025 Q4 — sorted by position size