PPA β€” INVESCO EXCHANGE TRADED FD T

Ownership history in SEARCY FINANCIAL SERVICES INC /ADV  Β·  23 quarters on record

AI Ownership Summary

SEARCY FINANCIAL SERVICES INC /ADV reported INVESCO EXCHANGE TRADED FD T (PPA) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.07% in 2025 Q2. The latest visible filing shows PPA at 6.55% 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 PPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEARCY FINANCIAL SERVICES INC /ADV'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

PPA was reported at 6.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.07% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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 SEARCY FINANCIAL SERVICES INC /ADV held PPA β€” position size vs. price
% of Fund (quarterly)    PPA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 112,897 -4,715 -4.0% 6.55% $17.7M 2026-02-14 (Est.) $176.05
2025 Q3 REDUCED 117,612 -5,150 -4.2% 6.95% $18.3M 2025-10-06 $158.38
2025 Q2 REDUCED 122,762 -5,593 -4.4% 7.07% $17.4M 2025-07-09 $142.23
2025 Q1 ADDED 128,355 +140 +0.1% 6.47% $15.0M 2025-04-17 $115.29
2024 Q4 REDUCED 128,215 -2,759 -2.1% 6.79% $14.7M 2025-01-13 $115.15
2024 Q3 REDUCED 130,974 -135 -0.1% 7.06% $15.1M 2024-10-15 $116.84
2024 Q2 REDUCED 131,109 -1,714 -1.3% 6.72% $13.5M 2024-07-15 $103.99
2024 Q1 REDUCED 132,823 -1,563 -1.2% 6.87% $13.5M 2024-04-16 $97.72
2023 Q4 REDUCED 134,386 -1,190 -0.9% 6.87% $12.4M 2024-01-16 $88.49
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SEARCY FINANCIAL SERVICES INC /ADV and PPA

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

How long has SEARCY FINANCIAL SERVICES INC /ADV reported owning PPA?

SEARCY FINANCIAL SERVICES INC /ADV reported PPA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PPA position in SEARCY FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for PPA was 7.07% in 2025 Q2.

What is the latest reported PPA position on this page?

The most recent filing on this page is 2025 Q4, when SEARCY FINANCIAL SERVICES INC /ADV reported 112,897 shares, equal to 6.55% of portfolio, with an estimated market value of $17.7M.

What does the chart on this PPA ownership page compare?

The chart compares SEARCY FINANCIAL SERVICES INC /ADV's quarterly PPA 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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