Stratos Wealth Partners, LTD. PSL — INVESCO EXCHANGE TRADED FD T

Ownership history in Stratos Wealth Partners, LTD.  ·  22 quarters on record

AI Ownership Summary

Stratos Wealth Partners, LTD. reported INVESCO EXCHANGE TRADED FD T (PSL) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows PSL at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stratos Wealth Partners, 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

PSL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

PSL stock page Stratos Wealth Partners, LTD. fund profile Stratos Wealth Partners, LTD. full holdings
How Stratos Wealth Partners, LTD. held PSL — position size vs. price
% of Fund (quarterly)    PSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,903 -29 -1.0% 0.00% $315K 2026-04-28 $109.86
2025 Q4 ADDED — — — 2,932 +2 +0.1% 0.00% $294K 2026-01-20 $107.75
2025 Q3 REDUCED — — — 2,930 -19 -0.6% 0.00% $322K 2025-11-06 $99.10
2025 Q2 REDUCED 7.2% -0.7% ✅ 2,949 -230 -7.2% 0.00% $326K 2025-07-29 $107.94
2025 Q1 REDUCED — — — 3,179 -62 -1.9% 0.01% $345K 2025-04-30 $108.24
2024 Q4 REDUCED 5.8% +3.5% ❌ 3,241 -199 -5.8% 0.00% $340K 2025-01-27 $109.22
2024 Q3 ADDED — — — 3,440 +200 +6.2% 0.01% $350K 2024-10-17 $100.74
2024 Q2 REDUCED — — — 3,240 -136 -4.0% 0.01% $315K 2024-07-24 $94.73
2024 Q1 REDUCED — — — 3,376 -139 -4.0% 0.01% $330K 2024-04-16 $90.74
2023 Q4 REDUCED — — — 3,515 -9 -0.3% 0.01% $322K 2024-01-24 $89.50
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSL

As of 2026 Q1 — sorted by position size

Maltin Wealth Management, Inc. 3Y 0.55% WealthBridge Capital Management, LLC 3Y 7Y 0.2% Selective Wealth Management, Inc. 3Y 7Y 0.06% BELLEVUE ASSET MANAGEMENT, LLC 3Y 0.03% J.W. COLE ADVISORS, INC. 3Y 0.02% JNBA Financial Advisors 3Y 7Y 0.01% Nova Wealth Management, Inc. 0.01% Farther Finance Advisors, LLC 0.01% Sound Income Strategies, LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Stratos Wealth Partners, LTD. and PSL

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

How long has Stratos Wealth Partners, LTD. reported owning PSL?

Stratos Wealth Partners, LTD. reported PSL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PSL position in Stratos Wealth Partners, LTD.'s portfolio?

The largest reported portfolio weight for PSL was 0.01% in 2023 Q4.

What is the latest reported PSL position on this page?

The most recent filing on this page is 2026 Q1, when Stratos Wealth Partners, LTD. reported 2,903 shares, equal to 0.00% of portfolio, with an estimated market value of $315K.

What does the chart on this PSL ownership page compare?

The chart compares Stratos Wealth Partners, LTD.'s quarterly PSL 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 Stratos Wealth Partners, LTD. time their PSL position?

Based on 13F filing dates vs. subsequent PSL price moves, Stratos Wealth Partners, LTD. correctly timed 8 out of 20 reported position changes (40%). The annualised alpha on PSL relative to SPY over the holding period was -7.6%.

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