Ownership history in PFG Advisors · 15 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors reported a position in INVESCO EXCHNG TRADED FD TR (KBWY). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 15,367 | +628 | +4.3% | 0.01% | $237K | $15.20 |
| 2023 Q2 | ADDED | 14,739 | +344 | +2.4% | 0.02% | $265K | $14.21 |
| 2023 Q1 | ADDED | 14,395 | +520 | +3.7% | 0.02% | $265K | $14.18 |
| 2022 Q4 | ADDED | 13,875 | +4,057 | +41.3% | 0.03% | $270K | $14.73 |
| 2022 Q2 | REDUCED | 9,818 | -19 | -0.2% | 0.02% | $217K | $16.10 |
| 2022 Q1 | ADDED | 9,837 | +1,004 | +11.4% | 0.03% | $251K | $18.28 |
| 2021 Q4 | REDUCED | 8,833 | -270 | -3.0% | 0.02% | $227K | $18.19 |
| 2021 Q3 | REDUCED | 9,103 | -315 | -3.3% | 0.02% | $211K | $16.18 |
| 2021 Q1 | REDUCED | 9,418 | -313 | -3.2% | 0.03% | $211K | $15.26 |
| 2020 Q4 | ADDED | 9,731 | +2,351 | +31.9% | 0.03% | $202K | $13.86 |
As of 2025 Q4 — sorted by position size