Ownership history in MONEYWISE, INC. · 28 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in INVESCO EXCHNG TRADED FD TR (XMLV). 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 | 13,232 | -367 | -2.7% | 0.34% | $825K | $62.37 |
| 2025 Q3 | UNCHANGED | 13,599 | — | 0% | 0.39% | $864K | $63.13 |
| 2025 Q2 | REDUCED | 13,599 | -625 | -4.4% | 0.39% | $839K | $60.82 |
| 2025 Q1 | REDUCED | 14,224 | -309 | -2.1% | 0.46% | $878K | $60.47 |
| 2024 Q4 | REDUCED | 14,533 | -3,282 | -18.4% | 0.44% | $884K | $59.09 |
| 2024 Q3 | REDUCED | 17,815 | -1,106 | -5.8% | 0.53% | $1.1M | $58.91 |
| 2024 Q2 | REDUCED | 18,921 | -448 | -2.3% | 0.55% | $1.0M | $53.02 |
| 2024 Q1 | REDUCED | 19,369 | -972 | -4.8% | 0.59% | $1.1M | $53.84 |
| 2023 Q4 | ADDED | 20,341 | +55 | +0.3% | 0.62% | $1.1M | $50.47 |
| 2023 Q3 | REDUCED | 20,286 | -1,143 | -5.3% | 0.63% | $997K | $46.45 |
As of 2025 Q4 — sorted by position size