CSD INVESCO EXCHANGE TRADED FD T

Ownership history in Peak Asset Management, LLC  ·  31 quarters on record

AI Ownership Summary

Peak Asset Management, LLC reported INVESCO EXCHANGE TRADED FD T (CSD) in 31 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.17% in 2025 Q4. The latest visible filing shows CSD at 0.17% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peak Asset Management, 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 Q4

CSD was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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
2023 Q3 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 Peak Asset Management, LLC held CSD — position size vs. price
% of Fund (quarterly)    CSD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 9,931 0% 0.17% $990K 2026-02-14 (Est.) $115.69
2025 Q3 UNCHANGED 9,931 0% 0.16% $925K 2025-11-13 $95.19
2025 Q2 UNCHANGED 9,931 0% 0.15% $833K 2025-08-14 $87.42
2025 Q1 UNCHANGED 9,931 0% 0.14% $745K 2025-05-07 $74.90
2024 Q4 UNCHANGED 9,931 0% 0.15% $816K 2025-02-14 $86.79
2024 Q3 UNCHANGED 9,931 0% 0.15% $798K 2024-11-06 $85.42
2024 Q2 UNCHANGED 9,931 0% 0.14% $692K 2024-08-12 $69.78
2024 Q1 UNCHANGED 9,931 0% 0.14% $705K 2024-05-10 $72.26
2023 Q4 ADDED 9,931 +19 +0.2% 0.14% $640K 2024-02-12 $64.46
2023 Q3 UNCHANGED 9,912 0% 0.13% $555K 2023-11-14 $58.14
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Peak Asset Management, LLC and CSD

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

How long has Peak Asset Management, LLC reported owning CSD?

Peak Asset Management, LLC reported CSD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CSD position in Peak Asset Management, LLC's portfolio?

The largest reported portfolio weight for CSD was 0.17% in 2025 Q4.

What is the latest reported CSD position on this page?

The most recent filing on this page is 2025 Q4, when Peak Asset Management, LLC reported 9,931 shares, equal to 0.17% of portfolio, with an estimated market value of $990K.

What does the chart on this CSD ownership page compare?

The chart compares Peak Asset Management, LLC's quarterly CSD 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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