Ownership history in Selective Wealth Management, Inc. · 19 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in INVESCO EXCHANGE TRADED FD T (PSL). 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 Q3 | ADDED | 1,896 | +1 | +0.1% | 0.07% | $207K | $109.67 |
| 2025 Q2 | ADDED | 1,895 | +2 | +0.1% | 0.08% | $208K | $110.22 |
| 2025 Q1 | REDUCED | 1,893 | -221 | -10.5% | 0.09% | $203K | $107.65 |
| 2024 Q2 | REDUCED | 2,114 | -230 | -9.8% | 0.09% | $202K | $96.09 |
| 2023 Q2 | ADDED | 2,344 | +26 | +1.1% | 0.10% | $202K | $84.90 |
| 2022 Q3 | ADDED | 2,318 | +18 | +0.8% | 0.07% | $173K | $71.93 |
| 2022 Q2 | ADDED | 2,300 | +5 | +0.2% | 0.06% | $181K | $75.24 |
| 2022 Q1 | ADDED | 2,295 | +8 | +0.3% | 0.07% | $196K | $81.67 |
| 2021 Q4 | ADDED | 2,287 | +9 | +0.4% | 0.09% | $209K | $87.00 |
| 2021 Q3 | REDUCED | 2,278 | -603 | -20.9% | 0.11% | $204K | $84.82 |
As of 2025 Q4 — sorted by position size