PWV β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Solutions 4 Wealth, Ltd  Β·  7 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported INVESCO EXCHANGE TRADED FD T (PWV) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.98% in 2025 Q4. The latest visible filing shows PWV at 0.98% 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
2025 Q4

PWV was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q4

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 2025 Q4

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 Solutions 4 Wealth, Ltd held PWV β€” position size vs. price
% of Fund (quarterly)    PWV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 9,747 +4,503 +85.9% 0.98% $648K 2026-02-14 (Est.) $69.86
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 4,467 -1,207 -21.3% 0.51% $261K 2024-11-14 $58.03
2024 Q2 INITIATED 5,674 β€” β€” 0.71% $312K 2024-08-14 $54.06

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 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for PWV was 0.98% in 2025 Q4.

What is the latest reported PWV position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 9,747 shares, equal to 0.98% of portfolio, with an estimated market value of $648K.

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.

← Back to Solutions 4 Wealth, Ltd Holdings