PJP β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Obermeyer Wealth Partners  Β·  4 quarters on record

AI Ownership Summary

Obermeyer Wealth Partners reported INVESCO EXCHANGE TRADED FD T (PJP) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows PJP at 0.02% 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 PJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Obermeyer Wealth Partners'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

PJP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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

Time in book
Holding Window
2024 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 Obermeyer Wealth Partners held PJP β€” position size vs. price
% of Fund (quarterly)    PJP price (quarter-end, 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 3,700 β€” 0% 0.02% $342K 2025-10-27 $94.78
2025 Q2 UNCHANGED 3,700 β€” 0% 0.01% $296K 2025-08-05 $83.20
2025 Q1 UNCHANGED 3,700 β€” 0% 0.02% $320K 2025-05-06 $78.12
2024 Q4 INITIATED 3,700 β€” β€” 0.02% $306K 2025-02-14 $84.82

FAQ About Obermeyer Wealth Partners and PJP

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

How long has Obermeyer Wealth Partners reported owning PJP?

Obermeyer Wealth Partners reported PJP across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported PJP position in Obermeyer Wealth Partners's portfolio?

The largest reported portfolio weight for PJP was 0.02% in 2025 Q1.

What is the latest reported PJP position on this page?

The most recent filing on this page is 2025 Q3, when Obermeyer Wealth Partners reported 3,700 shares, equal to 0.02% of portfolio, with an estimated market value of $342K.

What does the chart on this PJP ownership page compare?

The chart compares Obermeyer Wealth Partners's quarterly PJP 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.

← Back to Obermeyer Wealth Partners Holdings