PICB — INVESCO EXCH TRADED FD TR II

Ownership history in Plan A Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in INVESCO EXCH TRADED FD TR II (PICB). 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
1.11% (2025 Q3)
Avg. % of fund
0.64%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,141 -40,947 -73.0% 0.18% $362K $23.75
2025 Q3 INITIATED 56,088 — — 1.11% $1.2M $23.49
% of Fund (quarterly)    PICB price (monthly, adj. close)

Other funds also holding PICB

As of 2025 Q4 — sorted by position size

Urban Financial Advisory Corp 8.52% Tanager Wealth Management LLP 3Y 6.84% Checchi Capital Advisers, LLC 3Y 7Y 1.07% Dunhill Financial, LLC 0.44% Millington Financial Advisors, LLC 3Y 0.31% VERITY Wealth Advisors 3Y 7Y 0.26% Walkner Condon Financial Advisors LLC 3Y 0.17% Pacifica Partners Inc. 3Y 0.17% Fortis Group Advisors, LLC 3Y 0.15% Freedom Investment Management, Inc. 3Y 7Y 0.09%
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