PDP — INVESCO EXCHANGE TRADED FD T

Ownership history in MGB Wealth Management, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which MGB Wealth Management, 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
0.71% (2025 Q1)
Avg. % of fund
0.66%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,971 -29 -0.2% 0.63% $2.2M $116.40
2025 Q3 REDUCED 19,000 -581 -3.0% 0.63% $2.2M $118.05
2025 Q2 REDUCED 19,581 -40 -0.2% 0.70% $2.1M $108.49
2025 Q1 ADDED 19,621 +725 +3.8% 0.71% $2.0M $99.84
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Lloyd Advisory Services, LLC. 3Y 0.54% 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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