Solutions 4 Wealth, Ltd PWV — INVESCO EXCHANGE TRADED FD T

Ownership history in Solutions 4 Wealth, Ltd  ·  8 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported INVESCO EXCHANGE TRADED FD T (PWV) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.99% in 2026 Q1. The latest visible filing shows PWV at 1.99% 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 PWV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd'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
2026 Q1

PWV was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.99% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

PWV stock page Solutions 4 Wealth, Ltd fund profile Solutions 4 Wealth, Ltd full holdings
How Solutions 4 Wealth, Ltd held PWV — position size vs. price
% of Fund (quarterly)    PWV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 18,990 +9,243 +94.8% 1.99% $1.3M 2026-05-05 $72.72
2025 Q4 ADDED — — — 9,747 +4,503 +85.9% 0.98% $648K 2026-02-09 $69.98
2025 Q3 ADDED — — — 5,244 +488 +10.3% 0.53% $342K 2025-11-04 $63.85
2025 Q2 ADDED — — — 4,756 +127 +2.7% 0.49% $296K 2025-08-13 $62.37
2025 Q1 ADDED — — — 4,629 +167 +3.7% 0.49% $275K 2025-05-09 $57.11
2024 Q4 REDUCED — — — 4,462 -5 -0.1% 0.46% $254K 2025-01-28 $57.50
2024 Q3 REDUCED 21.3% -2.2% ✅ 4,467 -1,207 -21.3% 0.51% $261K 2024-11-14 $58.03
2024 Q2 INITIATED — — — 5,674 — — 0.71% $312K 2024-08-14 $54.06

🏢 Other funds also holding PWV

As of 2026 Q1 — sorted by position size

Atlas Private Wealth Advisors 3Y 3.93% AGH Wealth Advisors, LLC 2.69% Cooksen Wealth, LLC 2.61% IAG Wealth Partners, LLC 3Y 2.51% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 1.99% WILLNER & HELLER, LLC 3Y 1.15% Ullmann Wealth Partners Group, LLC 3Y 7Y 0.75% Evolution Advisers, Inc. 3Y 0.7% Stratos Investment Management, LLC 3Y 0.59% Stonebridge Financial Group, LLC 0.59%

FAQ About Solutions 4 Wealth, Ltd and PWV

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

How long has Solutions 4 Wealth, Ltd reported owning PWV?

Solutions 4 Wealth, Ltd reported PWV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PWV position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for PWV was 1.99% in 2026 Q1.

What is the latest reported PWV position on this page?

The most recent filing on this page is 2026 Q1, when Solutions 4 Wealth, Ltd reported 18,990 shares, equal to 1.99% of portfolio, with an estimated market value of $1.3M.

What does the chart on this PWV ownership page compare?

The chart compares Solutions 4 Wealth, Ltd's quarterly PWV 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.

How well did Solutions 4 Wealth, Ltd time their PWV position?

Based on 13F filing dates vs. subsequent PWV price moves, Solutions 4 Wealth, Ltd correctly timed 7 out of 7 reported position changes (100%). The annualised alpha on PWV relative to SPY over the holding period was -0.6%.

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