Transamerica Financial Advisors, LLC PYZ — INVESCO EXCHANGE TRADED FD T

Ownership history in Transamerica Financial Advisors, LLC  ·  25 quarters on record

AI Ownership Summary

Transamerica Financial Advisors, LLC reported INVESCO EXCHANGE TRADED FD T (PYZ) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.12% in 2026 Q1. The latest visible filing shows PYZ at 1.12% 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 PYZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Transamerica Financial Advisors, 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

PYZ was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% 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
2024 Q1 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.

PYZ stock page Transamerica Financial Advisors, LLC fund profile Transamerica Financial Advisors, LLC full holdings
How Transamerica Financial Advisors, LLC held PYZ — position size vs. price
% of Fund (quarterly)    PYZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7.2% +4.2% ❌ 109,878 -8,523 -7.2% 1.12% $13.2M 2026-05-15 $125.53
2025 Q4 ADDED — — — 118,401 +118,228 +68339.9% 1.09% $13.0M 2026-02-13 $128.12
2025 Q3 REDUCED 29.1% +5.8% ❌ 173 -71 -29.1% 0.00% $18K 2025-11-14 $102.14
2025 Q2 REDUCED 68.8% +13.8% ❌ 244 -537 -68.8% 0.00% $23K 2025-08-14 $101.56
2025 Q1 REDUCED 11.5% +9.8% ❌ 781 -101 -11.5% 0.01% $67K 2025-05-14 $86.35
2024 Q4 REDUCED — — — 882 -6 -0.7% 0.01% $77K 2025-02-12 $89.84
2024 Q3 REDUCED 36.5% -9.6% ✅ 888 -511 -36.5% 0.01% $86K 2024-11-13 $93.81
2024 Q2 UNCHANGED — — — 1,399 — 0% 0.01% $123K 2024-08-14 $85.54
2024 Q1 REDUCED 36.8% -7.0% ✅ 1,399 -815 -36.8% 0.01% $130K 2024-05-15 $90.98
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PYZ

As of 2026 Q2 — sorted by position size

Maltin Wealth Management, Inc. 3Y 0.23% Octavia Wealth Advisors, LLC 3Y 0.03% Farther Finance Advisors, LLC 0.0% Register Financial Advisors LLC 3Y 0.0%

FAQ About Transamerica Financial Advisors, LLC and PYZ

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

How long has Transamerica Financial Advisors, LLC reported owning PYZ?

Transamerica Financial Advisors, LLC reported PYZ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PYZ position in Transamerica Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for PYZ was 1.12% in 2026 Q1.

What is the latest reported PYZ position on this page?

The most recent filing on this page is 2026 Q1, when Transamerica Financial Advisors, LLC reported 109,878 shares, equal to 1.12% of portfolio, with an estimated market value of $13.2M.

What does the chart on this PYZ ownership page compare?

The chart compares Transamerica Financial Advisors, LLC's quarterly PYZ 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 Transamerica Financial Advisors, LLC time their PYZ position?

Based on 13F filing dates vs. subsequent PYZ price moves, Transamerica Financial Advisors, LLC correctly timed 7 out of 20 reported position changes (35%). The annualised alpha on PYZ relative to SPY over the holding period was -6.6%.

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