Total Clarity Wealth Management, Inc. IPKW INVESCO EXCH TRADED FD TR II

Ownership history in Total Clarity Wealth Management, Inc.  ·  4 quarters on record

AI Ownership Summary

Total Clarity Wealth Management, Inc. reported INVESCO EXCH TRADED FD TR II (IPKW) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.34% in 2026 Q2. The latest visible filing shows IPKW at 0.34% 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 IPKW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Total Clarity Wealth Management, Inc.'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 Q2

IPKW was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 Total Clarity Wealth Management, Inc. held IPKW — position size vs. price
% of Fund (quarterly)    IPKW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 31,111 +23,103 +288.5% 0.34% $1.8M 2026-07-23 $58.53
2026 Q1 ADDED 8,008 +339 +4.4% 0.11% $451K 2026-04-17 $58.33
2025 Q4 REDUCED 7,669 -70 -0.9% 0.10% $426K 2026-02-02 $57.44
2025 Q3 INITIATED 7,739 0.11% $408K 2025-11-12 $52.72

FAQ About Total Clarity Wealth Management, Inc. and IPKW

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

How long has Total Clarity Wealth Management, Inc. reported owning IPKW?

Total Clarity Wealth Management, Inc. reported IPKW across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported IPKW position in Total Clarity Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for IPKW was 0.34% in 2026 Q2.

What is the latest reported IPKW position on this page?

The most recent filing on this page is 2026 Q2, when Total Clarity Wealth Management, Inc. reported 31,111 shares, equal to 0.34% of portfolio, with an estimated market value of $1.8M.

What does the chart on this IPKW ownership page compare?

The chart compares Total Clarity Wealth Management, Inc.'s quarterly IPKW 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 Total Clarity Wealth Management, Inc. time their IPKW position?

Based on 13F filing dates vs. subsequent IPKW price moves, Total Clarity Wealth Management, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IPKW relative to SPY over the holding period was +2.5%.

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