Tempus Wealth Planning, LLC PPA β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Tempus Wealth Planning, LLC  Β·  4 quarters on record

AI Ownership Summary

Tempus Wealth Planning, LLC reported INVESCO EXCHANGE TRADED FD T (PPA) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows PPA at 0.80% 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 PPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tempus Wealth Planning, LLC'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

PPA was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% 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
2025 Q2 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.

PPA stock page Tempus Wealth Planning, LLC fund profile Tempus Wealth Planning, LLC full holdings
How Tempus Wealth Planning, LLC held PPA β€” position size vs. price
% of Fund (quarterly)    PPA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 20,935 +640 +3.2% 0.80% $3.5M 2026-04-29 $163.53
2025 Q4 ADDED β€” β€” β€” 20,295 +3,900 +23.8% 0.73% $3.2M 2026-01-16 $180.77
2025 Q3 ADDED β€” β€” β€” 16,395 +12,740 +348.6% 0.58% $2.5M 2025-11-06 $152.53
2025 Q2 INITIATED β€” β€” β€” 3,655 β€” β€” 0.13% $518K 2025-07-17 $146.33

🏒 Other funds also holding PPA

As of 2026 Q1 β€” sorted by position size

INVESTMENT MANAGEMENT CORP /VA/ /ADV 12.49% Artesa Financial Group, LLC 6.54% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 6.51% Presidio Capital Management, LLC 3Y 4.11% Pachira Investments Inc. 3Y 7Y 3.33% Henson-Edgewater Management, LLC 3.12% Turn8 Private Wealth Inc. 2.56% Green Ridge Wealth Planning LLC 2.55% Harbour Wealth Management Group, Inc. 2.48% Quaker Wealth Management, LLC 3Y 2.41%

FAQ About Tempus Wealth Planning, LLC and PPA

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

How long has Tempus Wealth Planning, LLC reported owning PPA?

Tempus Wealth Planning, LLC reported PPA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PPA position in Tempus Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for PPA was 0.80% in 2026 Q1.

What is the latest reported PPA position on this page?

The most recent filing on this page is 2026 Q1, when Tempus Wealth Planning, LLC reported 20,935 shares, equal to 0.80% of portfolio, with an estimated market value of $3.5M.

What does the chart on this PPA ownership page compare?

The chart compares Tempus Wealth Planning, LLC's quarterly PPA 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 Tempus Wealth Planning, LLC time their PPA position?

Based on 13F filing dates vs. subsequent PPA price moves, Tempus Wealth Planning, LLC correctly timed 2 out of 3 reported position changes (67%).

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