BAB INVESCO EXCH TRADED FD TR II

Ownership history in Oceanside Advisors LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Oceanside Advisors LLC reported a position in INVESCO EXCH TRADED FD TR II (BAB). 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
2.01% (2023 Q4)
Avg. % of fund
1.9%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 116,098 +4,274 +3.8% 1.91% $3.2M $27.02
2025 Q3 ADDED 111,824 +4,788 +4.5% 1.91% $3.1M $26.84
2025 Q2 ADDED 107,036 +4,131 +4.0% 1.90% $2.8M $25.83
2025 Q1 ADDED 102,905 +10,433 +11.3% 1.99% $2.7M $25.71
2024 Q4 ADDED 92,472 +3,491 +3.9% 1.80% $2.4M $24.95
2024 Q3 ADDED 88,981 +672 +0.8% 1.83% $2.5M $26.04
2024 Q2 ADDED 88,309 +2,306 +2.7% 1.88% $2.3M $24.69
2024 Q1 ADDED 86,003 +1,572 +1.9% 1.89% $2.3M $24.59
2023 Q4 INITIATED 84,431 2.01% $2.3M
% of Fund (quarterly)    BAB price (monthly, adj. close)
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