PDP — INVESCO EXCHANGE TRADED FD T

Ownership history in WORLD EQUITY GROUP, INC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which WORLD EQUITY GROUP, INC. 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
0.12% (2024 Q2)
Avg. % of fund
0.1%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,924 -275 -8.6% 0.08% $345K $118.05
2025 Q1 REDUCED 3,199 -3,784 -54.2% 0.09% $320K $99.84
2024 Q2 INITIATED 6,983 — — 0.12% $566K —
% 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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