PSP β€” INVESCO EXCHANGE TRADED FD T

Ownership history in O'ROURKE & COMPANY, Inc  Β·  3 quarters on record

AI Ownership Summary

O'ROURKE & COMPANY, Inc reported INVESCO EXCHANGE TRADED FD T (PSP) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.31% in 2025 Q4. The latest visible filing shows PSP at 0.31% 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 PSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'ROURKE & COMPANY, Inc'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 Q4

PSP was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 O'ROURKE & COMPANY, Inc held PSP β€” position size vs. price
% of Fund (quarterly)    PSP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,024 +2,535 +26.7% 0.31% $807K 2026-02-14 (Est.) $63.27
2025 Q3 ADDED 9,489 +6,327 +200.1% 0.27% $655K 2025-10-22 $66.40
2025 Q2 INITIATED 3,162 β€” β€” 0.10% $218K 2025-07-18 $69.27

🏒 Other funds also holding PSP

As of 2026 Q1 β€” sorted by position size

Aletheian Wealth Advisors LLC 3Y 3.62% Farther Finance Advisors, LLC 0.03% Dynamic Advisor Solutions LLC 3Y 7Y 0.01%

FAQ About O'ROURKE & COMPANY, Inc and PSP

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

How long has O'ROURKE & COMPANY, Inc reported owning PSP?

O'ROURKE & COMPANY, Inc reported PSP across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported PSP position in O'ROURKE & COMPANY, Inc's portfolio?

The largest reported portfolio weight for PSP was 0.31% in 2025 Q4.

What is the latest reported PSP position on this page?

The most recent filing on this page is 2025 Q4, when O'ROURKE & COMPANY, Inc reported 12,024 shares, equal to 0.31% of portfolio, with an estimated market value of $807K.

What does the chart on this PSP ownership page compare?

The chart compares O'ROURKE & COMPANY, Inc's quarterly PSP 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 O'ROURKE & COMPANY, Inc Holdings