Tanager Wealth Management LLP PICB INVESCO EXCH TRADED FD TR II

Ownership history in Tanager Wealth Management LLP  ·  18 quarters on record

AI Ownership Summary

Tanager Wealth Management LLP reported INVESCO EXCH TRADED FD TR II (PICB) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 8.22% in 2026 Q1. The latest visible filing shows PICB at 8.22% 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 PICB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tanager Wealth Management LLP's position in INVESCO EXCH TRADED FD TR II, 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

PICB was reported at 8.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.22% 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
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.

How Tanager Wealth Management LLP held PICB — position size vs. price
% of Fund (quarterly)    PICB 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 ADDED 3,676,200 +808,888 +28.2% 8.22% $84.9M 2026-04-20 $23.77
2025 Q4 ADDED 2,867,312 +1,429,753 +99.5% 6.84% $68.5M 2026-01-26 $24.05
2025 Q3 ADDED 1,437,559 +638,784 +80.0% 3.60% $34.3M 2025-10-24 $23.38
2025 Q2 ADDED 798,775 +51,981 +7.0% 2.28% $19.3M 2025-07-18 $23.05
2025 Q1 ADDED 746,794 +76,160 +11.4% 2.16% $16.6M 2025-04-24 $22.64
2024 Q4 ADDED 670,634 +101,437 +17.8% 1.88% $14.5M 2025-01-27 $20.85
2024 Q3 ADDED 569,197 +15,424 +2.8% 1.79% $13.3M 2024-10-22 $21.59
2024 Q2 ADDED 553,773 +16,031 +3.0% 1.81% $12.2M 2024-07-25 $21.16
2024 Q1 ADDED 537,742 +42,658 +8.6% 1.94% $12.0M 2024-05-01 $20.46
2023 Q4 ADDED 495,084 +39,618 +8.7% 2.08% $11.4M 2024-01-31 $20.89
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Tanager Wealth Management LLP and PICB

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

How long has Tanager Wealth Management LLP reported owning PICB?

Tanager Wealth Management LLP reported PICB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PICB position in Tanager Wealth Management LLP's portfolio?

The largest reported portfolio weight for PICB was 8.22% in 2026 Q1.

What is the latest reported PICB position on this page?

The most recent filing on this page is 2026 Q1, when Tanager Wealth Management LLP reported 3,676,200 shares, equal to 8.22% of portfolio, with an estimated market value of $84.9M.

What does the chart on this PICB ownership page compare?

The chart compares Tanager Wealth Management LLP's quarterly PICB 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 Tanager Wealth Management LLP time their PICB position?

Based on 13F filing dates vs. subsequent PICB price moves, Tanager Wealth Management LLP correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on PICB relative to SPY over the holding period was -11.7%.

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