PDP — INVESCO EXCHANGE TRADED FD T

Ownership history in Transform Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in INVESCO EXCHANGE TRADED FD T (PDP). 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
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2024 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 INITIATED 2,348 — — 0.01% $253K $107.41
% of Fund (quarterly)    PDP price (monthly, adj. close)

Other funds also holding PDP

As of 2025 Q4 — sorted by position size

NewSquare Capital LLC 3Y 7Y 2.11% Strid Group, LLC 3Y 7Y 1.58% JBR Co Financial Management Inc 1.42% MTM Investment Management, LLC 3Y 1.09% MorganRosel Wealth Management, LLC 3Y 7Y 0.63% MGB Wealth Management, LLC 0.63% Lloyd Advisory Services, LLC. 3Y 0.54% Redwood Family Wealth LLC 0.54% Institute for Wealth Management, LLC. 3Y 7Y 0.53% Tradition Wealth Management, LLC 3Y 0.43%
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