PICB — INVESCO EXCH TRADED FD TR II

Ownership history in Tanager Wealth Management LLP  ·  17 quarters on record

This page tracks every 13F SEC filing in which Tanager Wealth Management LLP reported a position in INVESCO EXCH TRADED FD TR II (PICB). 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
6.84% (2025 Q4)
Avg. % of fund
2.33%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,867,312 +1,429,753 +99.5% 6.84% $68.5M $23.75
2025 Q3 ADDED 1,437,559 +638,784 +80.0% 3.60% $34.3M $23.49
2025 Q2 ADDED 798,775 +51,981 +7.0% 2.28% $19.3M $23.64
2025 Q1 ADDED 746,794 +76,160 +11.4% 2.16% $16.6M $21.55
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PICB price (monthly, adj. close)

Other funds also holding PICB

As of 2025 Q4 — sorted by position size

Urban Financial Advisory Corp 8.52% Checchi Capital Advisers, LLC 3Y 7Y 1.07% Dunhill Financial, LLC 0.44% Millington Financial Advisors, LLC 3Y 0.31% VERITY Wealth Advisors 3Y 7Y 0.26% Plan A Wealth LLC 0.18% Walkner Condon Financial Advisors LLC 3Y 0.17% Pacifica Partners Inc. 3Y 0.17% Fortis Group Advisors, LLC 3Y 0.15% Freedom Investment Management, Inc. 3Y 7Y 0.09%
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