PID β€” INVESCO EXCHANGE TRADED FD T

Ownership history in OAK HARBOR WEALTH PARTNERS, LLC  Β·  4 quarters on record

AI Ownership Summary

OAK HARBOR WEALTH PARTNERS, LLC reported INVESCO EXCHANGE TRADED FD T (PID) in 4 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows PID at 0.00% 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 PID ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OAK HARBOR WEALTH PARTNERS, LLC's position in INVESCO EXCHANGE TRADED FD T, 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 Q3

PID was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 OAK HARBOR WEALTH PARTNERS, LLC held PID β€” position size vs. price
% of Fund (quarterly)    PID price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 187 β€” 0% 0.00% $4K 2025-11-04 $20.97
2025 Q2 REDUCED 187 -88 -32.0% 0.00% $4K 2025-07-31 $20.05
2024 Q1 UNCHANGED 275 β€” 0% 0.00% $5K 2024-04-23 $16.73
2023 Q4 INITIATED 275 β€” β€” 0.00% $5K 2024-02-09 $16.47

FAQ About OAK HARBOR WEALTH PARTNERS, LLC and PID

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

How long has OAK HARBOR WEALTH PARTNERS, LLC reported owning PID?

OAK HARBOR WEALTH PARTNERS, LLC reported PID across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PID position in OAK HARBOR WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for PID was 0.00% in 2023 Q4.

What is the latest reported PID position on this page?

The most recent filing on this page is 2025 Q3, when OAK HARBOR WEALTH PARTNERS, LLC reported 187 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this PID ownership page compare?

The chart compares OAK HARBOR WEALTH PARTNERS, LLC's quarterly PID 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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