Ownership history in SimpliFi, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in INVESCO EXCH TRADED FD TR II (PWZ). 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 | 82,932 | +13,916 | +20.2% | 0.85% | $2.0M | $24.01 |
| 2025 Q3 | ADDED | 69,016 | +6,585 | +10.5% | 0.71% | $1.7M | $23.56 |
| 2025 Q2 | ADDED | 62,431 | +2,982 | +5.0% | 0.64% | $1.5M | $22.79 |
| 2025 Q1 | ADDED | 59,449 | +1,700 | +2.9% | 0.65% | $1.4M | $23.08 |
As of 2025 Q4 — sorted by position size