Ownership history in Second Half Financial Partners, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Second Half Financial Partners, LLC reported a position in INVESCO EXCHANGE TRADED FD T (PDP). 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 | 7,494 | +7 | +0.1% | 0.39% | $872K | $116.40 |
| 2025 Q3 | ADDED | 7,487 | +52 | +0.7% | 0.39% | $884K | $118.05 |
| 2025 Q2 | ADDED | 7,435 | +87 | +1.2% | 0.38% | $807K | $108.49 |
| 2025 Q1 | REDUCED | 7,348 | -233 | -3.1% | 0.36% | $735K | $99.84 |
| 2024 Q4 | ADDED | 7,581 | +3 | +0.0% | 0.40% | $816K | $107.41 |
| 2024 Q3 | ADDED | 7,578 | +3 | +0.0% | 0.41% | $782K | $102.95 |
| 2024 Q2 | ADDED | 7,575 | +167 | +2.3% | 0.59% | $741K | $97.56 |
| 2024 Q1 | ADDED | 7,408 | +3,333 | +81.8% | 0.33% | $732K | $98.48 |
| 2023 Q4 | ADDED | 4,075 | +3,559 | +689.7% | 0.17% | $348K | $85.21 |
| 2023 Q3 | REDUCED | 516 | -3,884 | -88.3% | 0.11% | $224K | $76.65 |
As of 2025 Q4 — sorted by position size