Ownership history in SOA Wealth Advisors, LLC. · 21 quarters on record
This page tracks every 13F SEC filing in which SOA Wealth Advisors, LLC. reported a position in INVESCO DYNAMIC BUILDING & CONSTRUCTION ETF (PKB). 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 | 4,781 | +1 | +0.0% | 0.07% | $443K | $92.56 |
| 2025 Q3 | ADDED | 4,780 | +1 | +0.0% | 0.08% | $457K | $95.54 |
| 2025 Q2 | ADDED | 4,779 | +4 | +0.1% | 0.07% | $384K | $80.28 |
| 2025 Q1 | ADDED | 4,775 | +1 | +0.0% | 0.07% | $321K | $67.22 |
| 2024 Q4 | REDUCED | 4,774 | -358 | -7.0% | 0.07% | $362K | $75.59 |
| 2024 Q3 | ADDED | 5,132 | +4 | +0.1% | 0.08% | $408K | $79.41 |
| 2024 Q2 | REDUCED | 5,128 | -40 | -0.8% | 0.07% | $348K | $67.61 |
| 2024 Q1 | ADDED | 5,168 | +2 | +0.0% | 0.08% | $387K | $74.58 |
| 2023 Q4 | ADDED | 5,166 | +4 | +0.1% | 0.07% | $326K | $62.86 |
| 2023 Q3 | ADDED | 5,162 | +5 | +0.1% | 0.06% | $260K | $50.22 |
As of 2025 Q4 — sorted by position size