Ownership history in Whitaker-Myers Wealth Managers, LTD. · 2 quarters on record
This page tracks every 13F SEC filing in which Whitaker-Myers Wealth Managers, LTD. reported a position in INVESCO EXCH TRADED FD TR II (IDMO). 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 | 377,107 | -1,391 | -0.4% | 4.37% | $21.0M | $55.57 |
| 2025 Q3 | INITIATED | 378,498 | — | — | 4.46% | $20.4M | $52.81 |
As of 2025 Q4 — sorted by position size