VRP β€” INVESCO EXCH TRADED FD TR II

Ownership history in SK Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

SK Wealth Management, LLC reported INVESCO EXCH TRADED FD TR II (VRP) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.33% in 2025 Q1. The latest visible filing shows VRP at 0.22% 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.

What this VRP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SK Wealth Management, LLC's position in INVESCO EXCH TRADED FD TR II, 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 Q3

VRP was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 SK Wealth Management, LLC held VRP β€” position size vs. price
% of Fund (quarterly)    VRP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 23,526 -1,037 -4.2% 0.22% $583K 2025-10-10 $23.76
2025 Q2 REDUCED 24,563 -1,251 -4.8% 0.26% $603K 2025-07-10 $23.32
2025 Q1 REDUCED 25,814 -335 -1.3% 0.33% $614K 2025-04-22 $22.46
2024 Q4 UNCHANGED 26,149 β€” 0% 0.32% $633K 2025-03-03 $22.80
2024 Q3 INITIATED 26,149 β€” β€” 0.32% $633K 2024-12-30 $22.47

FAQ About SK Wealth Management, LLC and VRP

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

How long has SK Wealth Management, LLC reported owning VRP?

SK Wealth Management, LLC reported VRP across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported VRP position in SK Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VRP was 0.33% in 2025 Q1.

What is the latest reported VRP position on this page?

The most recent filing on this page is 2025 Q3, when SK Wealth Management, LLC reported 23,526 shares, equal to 0.22% of portfolio, with an estimated market value of $583K.

What does the chart on this VRP ownership page compare?

The chart compares SK Wealth Management, LLC's quarterly VRP 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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