Ownership history in SimpliFi, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in INVESCO EXCHANGE TRADED FD T (PID). 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 | 22,539 | +120 | +0.5% | 0.21% | $496K | $22.00 |
| 2025 Q3 | ADDED | 22,419 | +181 | +0.8% | 0.20% | $477K | $21.15 |
| 2025 Q2 | ADDED | 22,238 | +283 | +1.3% | 0.20% | $456K | $20.23 |
| 2025 Q1 | ADDED | 21,955 | +190 | +0.9% | 0.19% | $419K | $18.57 |
| 2024 Q4 | ADDED | 21,765 | +109 | +0.5% | 0.18% | $399K | $17.68 |
| 2024 Q3 | ADDED | 21,656 | +229 | +1.1% | 0.19% | $428K | $19.00 |
| 2024 Q2 | ADDED | 21,427 | +271 | +1.3% | 0.18% | $384K | $17.03 |
| 2024 Q1 | ADDED | 21,156 | +311 | +1.5% | 0.18% | $392K | $17.39 |
| 2023 Q4 | UNCHANGED | 20,845 | — | 0% | 0.17% | $348K | $17.15 |
| 2023 Q3 | ADDED | 20,845 | +207 | +1.0% | 0.17% | $348K | $15.44 |
As of 2025 Q4 — sorted by position size