PZT INVESCO EXCH TRADED FD TR II

Ownership history in NDWM LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which NDWM LLC reported a position in INVESCO EXCH TRADED FD TR II (PZT). 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
0.64% (2023 Q4)
Avg. % of fund
0.53%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 20,161 0% 0.30% $448K $21.91
2025 Q2 REDUCED 20,161 -9,229 -31.4% 0.32% $436K $21.13
2025 Q1 UNCHANGED 29,390 0% 0.63% $650K $21.39
2024 Q4 UNCHANGED 29,390 0% 0.56% $667K $21.80
2024 Q3 UNCHANGED 29,390 0% 0.57% $686K $22.25
2024 Q2 UNCHANGED 29,390 0% 0.60% $675K $21.70
2024 Q1 ADDED 29,390 +819 +2.9% 0.62% $677K $21.62
2023 Q4 INITIATED 28,571 0.64% $661K
% of Fund (quarterly)    PZT price (monthly, adj. close)
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