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 EXCHANGE TRADED FD T (PWV). 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 | 9,506 | +746 | +8.5% | 0.27% | $632K | $66.52 |
| 2025 Q3 | REDUCED | 8,760 | -243 | -2.7% | 0.24% | $571K | $64.94 |
| 2025 Q2 | ADDED | 9,003 | +64 | +0.7% | 0.25% | $559K | $61.61 |
| 2025 Q1 | ADDED | 8,939 | +61 | +0.7% | 0.24% | $532K | $58.57 |
| 2024 Q4 | REDUCED | 8,878 | -31 | -0.3% | 0.23% | $505K | $55.60 |
| 2024 Q3 | ADDED | 8,909 | +9 | +0.1% | 0.23% | $520K | $56.71 |
| 2024 Q2 | ADDED | 8,900 | +119 | +1.4% | 0.23% | $490K | $53.25 |
| 2024 Q1 | REDUCED | 8,781 | -2,286 | -20.7% | 0.23% | $498K | $54.51 |
| 2023 Q4 | UNCHANGED | 11,067 | — | 0% | 0.26% | $518K | $48.57 |
| 2023 Q3 | REDUCED | 11,067 | -527 | -4.5% | 0.26% | $518K | $44.55 |
As of 2025 Q4 — sorted by position size