SteelPeak Wealth, LLC POWA β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in SteelPeak Wealth, LLC  Β·  6 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported INVESCO EXCH TRD SLF IDX FD (POWA) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows POWA at 0.01% 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 POWA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SteelPeak Wealth, LLC's position in INVESCO EXCH TRD SLF IDX FD, 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 Q2

POWA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2025 Q1 to 2026 Q2

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 SteelPeak Wealth, LLC held POWA β€” position size vs. price
% of Fund (quarterly)    POWA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 3,289 β€” 0% 0.01% $292K 2026-07-13 $89.21
2026 Q1 UNCHANGED β€” β€” β€” 3,289 β€” 0% 0.01% $283K 2026-05-05 $88.25
2025 Q4 UNCHANGED β€” β€” β€” 3,289 β€” 0% 0.01% $296K 2026-01-20 $92.04
2025 Q3 UNCHANGED β€” β€” β€” 3,289 β€” 0% 0.01% $298K 2025-10-21 $91.14
2025 Q2 UNCHANGED β€” β€” β€” 3,289 β€” 0% 0.01% $285K 2025-07-23 $88.33
2025 Q1 INITIATED β€” β€” β€” 3,289 β€” β€” 0.01% $270K 2025-05-01 $81.37

🏒 Other funds also holding POWA

As of 2026 Q2 β€” sorted by position size

Wealthcare Advisory Partners LLC 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.0%

FAQ About SteelPeak Wealth, LLC and POWA

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

How long has SteelPeak Wealth, LLC reported owning POWA?

SteelPeak Wealth, LLC reported POWA across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported POWA position in SteelPeak Wealth, LLC's portfolio?

The largest reported portfolio weight for POWA was 0.01% in 2025 Q1.

What is the latest reported POWA position on this page?

The most recent filing on this page is 2026 Q2, when SteelPeak Wealth, LLC reported 3,289 shares, equal to 0.01% of portfolio, with an estimated market value of $292K.

What does the chart on this POWA ownership page compare?

The chart compares SteelPeak Wealth, LLC's quarterly POWA 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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