PID β€” INVESCO EXCHANGE TRADED FD T

Ownership history in SimpliFi, Inc.  Β·  12 quarters on record

AI Ownership Summary

SimpliFi, Inc. reported INVESCO EXCHANGE TRADED FD T (PID) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows PID at 0.21% 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 PID ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SimpliFi, Inc.'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

PID was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 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 SimpliFi, Inc. held PID β€” position size vs. price
% of Fund (quarterly)    PID price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,539 +120 +0.5% 0.21% $496K 2026-02-14 (Est.) $23.35
2025 Q3 ADDED 22,419 +181 +0.8% 0.20% $477K 2025-10-24 $21.26
2025 Q2 ADDED 22,238 +283 +1.3% 0.20% $456K 2025-07-18 $20.22
2025 Q1 ADDED 21,955 +190 +0.9% 0.19% $419K 2025-04-29 $18.92
2024 Q4 ADDED 21,765 +109 +0.5% 0.18% $399K 2025-01-24 $18.06
2024 Q3 ADDED 21,656 +229 +1.1% 0.19% $428K 2024-10-22 $18.83
2024 Q2 ADDED 21,427 +271 +1.3% 0.18% $384K 2024-07-25 $17.66
2024 Q1 ADDED 21,156 +311 +1.5% 0.18% $392K 2024-04-23 $16.73
2023 Q4 UNCHANGED 20,845 β€” 0% 0.17% $348K 2024-01-24 $16.67
2023 Q3 ADDED 20,845 +207 +1.0% 0.17% $348K 2023-10-11 $15.43
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SimpliFi, Inc. and PID

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

How long has SimpliFi, Inc. reported owning PID?

SimpliFi, Inc. reported PID across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PID position in SimpliFi, Inc.'s portfolio?

The largest reported portfolio weight for PID was 0.21% in 2025 Q4.

What is the latest reported PID position on this page?

The most recent filing on this page is 2025 Q4, when SimpliFi, Inc. reported 22,539 shares, equal to 0.21% of portfolio, with an estimated market value of $496K.

What does the chart on this PID ownership page compare?

The chart compares SimpliFi, Inc.'s quarterly PID 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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