PDP — INVESCO EXCHANGE TRADED FD T

Ownership history in SMITH, MOORE & CO.  ·  9 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in INVESCO EXCHANGE TRADED FD T (PDP). 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.

Peak position
0.03% (2021 Q3)
Avg. % of fund
0.02%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,125 +2 +0.1% 0.02% $251K $118.05
2025 Q2 UNCHANGED 2,123 — 0% 0.02% $231K $108.49
2025 Q1 UNCHANGED 2,123 — 0% 0.02% $212K $99.84
2024 Q4 ADDED 2,123 +1 +0.0% 0.02% $228K $107.41
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PDP price (monthly, adj. close)

Other funds also holding PDP

As of 2025 Q4 — sorted by position size

NewSquare Capital LLC 3Y 7Y 2.11% Strid Group, LLC 3Y 7Y 1.58% JBR Co Financial Management Inc 1.42% MTM Investment Management, LLC 3Y 1.09% MorganRosel Wealth Management, LLC 3Y 7Y 0.63% MGB Wealth Management, LLC 0.63% Lloyd Advisory Services, LLC. 3Y 0.54% Redwood Family Wealth LLC 0.54% Institute for Wealth Management, LLC. 3Y 7Y 0.53% Tradition Wealth Management, LLC 3Y 0.43%
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