Phillip James Consulting Co. EFAA β€” INVESCO BULLETSHARES 2026 CORP BOND ETF

Ownership history in Phillip James Consulting Co.  Β·  1 quarter on record

AI Ownership Summary

Phillip James Consulting Co. reported INVESCO BULLETSHARES 2026 CORP BOND ETF (EFAA) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.59% in 2026 Q1. The latest visible filing shows EFAA at 0.59% 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 EFAA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phillip James Consulting Co.'s position in INVESCO BULLETSHARES 2026 CORP BOND ETF, 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
2026 Q1

EFAA was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 Phillip James Consulting Co. held EFAA β€” position size vs. price
% of Fund (quarterly)    EFAA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 39,934 β€” β€” 0.59% $779 2026-05-12 $55.05

FAQ About Phillip James Consulting Co. and EFAA

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

How long has Phillip James Consulting Co. reported owning EFAA?

Phillip James Consulting Co. reported EFAA across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported EFAA position in Phillip James Consulting Co.'s portfolio?

The largest reported portfolio weight for EFAA was 0.59% in 2026 Q1.

What is the latest reported EFAA position on this page?

The most recent filing on this page is 2026 Q1, when Phillip James Consulting Co. reported 39,934 shares, equal to 0.59% of portfolio, with an estimated market value of $779.

What does the chart on this EFAA ownership page compare?

The chart compares Phillip James Consulting Co.'s quarterly EFAA 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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