Ownership history in WEALTH MANAGEMENT RESOURCES, INC. · 10 quarters on record
This page tracks every 13F SEC filing in which WEALTH MANAGEMENT RESOURCES, INC. reported a position in INVESCO EXCHANGE TRADED FD T (SPGP). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 10,382 | -577 | -5.3% | 0.42% | $1.2M | $113.86 |
| 2025 Q3 | REDUCED | 10,959 | -444 | -3.9% | 0.40% | $1.2M | $113.41 |
| 2025 Q2 | REDUCED | 11,403 | -6,349 | -35.8% | 0.42% | $1.2M | $107.35 |
| 2025 Q1 | REDUCED | 17,752 | -5,963 | -25.1% | 0.64% | $1.8M | $99.22 |
| 2024 Q4 | REDUCED | 23,715 | -93,797 | -79.8% | 0.92% | $2.5M | $103.70 |
| 2024 Q3 | REDUCED | 117,512 | -5,225 | -4.3% | 4.93% | $12.3M | $103.10 |
| 2024 Q2 | REDUCED | 122,737 | -76 | -0.1% | 5.42% | $12.6M | $100.92 |
| 2024 Q1 | ADDED | 122,813 | +5,011 | +4.3% | 5.65% | $13.1M | $104.22 |
| 2023 Q4 | ADDED | 117,802 | +44,589 | +60.9% | 5.43% | $11.5M | $95.59 |
| 2023 Q3 | INITIATED | 73,213 | — | — | 3.23% | $6.7M | — |
As of 2025 Q4 — sorted by position size