PIZ — INVESCO EXCH TRADED FD TR II

Ownership history in Systelligence, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Systelligence, LLC reported a position in INVESCO EXCH TRADED FD TR II (PIZ). 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.

Peak position
3.44% (2025 Q4)
Avg. % of fund
2.77%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 369,149 +9,252 +2.6% 3.44% $18.1M $48.98
2025 Q3 ADDED 359,897 +118,465 +49.1% 3.25% $17.2M $47.48
2025 Q2 REDUCED 241,432 -14,344 -5.6% 2.05% $11.1M $45.73
2025 Q1 INITIATED 255,776 — — 2.34% $9.7M $37.58
% of Fund (quarterly)    PIZ price (monthly, adj. close)

Other funds also holding PIZ

As of 2025 Q4 — sorted by position size

Axiom Financial Strategies, LLC 3Y 4.8% Del-Sette Capital Management, LLC 3Y 2.45% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 1.05% RiverTree Advisors, LLC 3Y 0.86% Genesee Capital Advisors, LLC 3Y 7Y 0.73% Trueblood Wealth Management, LLC 0.39% NewSquare Capital LLC 3Y 7Y 0.28% Navis Wealth Advisors, LLC 3Y 0.24% CPC Advisors, LLC 3Y 0.22% MorganRosel Wealth Management, LLC 3Y 7Y 0.18%
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