IPKW β€” INVESCO EXCH TRADED FD TR II

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  4 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported INVESCO EXCH TRADED FD TR II (IPKW) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows IPKW at 0.01% 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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 Q1

IPKW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held IPKW β€” position size vs. price
% of Fund (quarterly)    IPKW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 109,463 -38,172 -25.9% 0.01% $6.2M 2026-04-08 $58.18
2025 Q4 ADDED 147,635 +355 +0.2% 0.01% $8.3M 2026-01-08 $55.47
2025 Q3 REDUCED 147,280 -2,213 -1.5% 0.01% $7.8M 2025-10-29 $51.64
2025 Q2 INITIATED 149,493 β€” β€” 0.01% $7.3M 2025-07-10 $47.86

🏒 Other funds also holding IPKW

As of 2026 Q1 β€” sorted by position size

PRIVATE CLIENT SERVICES, LLC 0.07% Insight Wealth Strategies, LLC 3Y 7Y 0.04% Farther Finance Advisors, LLC 0.02%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and IPKW

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning IPKW?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported IPKW across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IPKW position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for IPKW was 0.01% in 2026 Q1.

What is the latest reported IPKW position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 109,463 shares, equal to 0.01% of portfolio, with an estimated market value of $6.2M.

What does the chart on this IPKW ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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.

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