PPA — INVESCO EXCHANGE TRADED FD T

Ownership history in WT Wealth Management  ·  8 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in INVESCO EXCHANGE TRADED FD T (PPA). 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
2.07% (2025 Q3)
Avg. % of fund
1.54%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,303 -16,949 -36.6% 1.32% $4.6M $156.63
2025 Q3 REDUCED 46,252 -1,276 -2.7% 2.07% $7.2M $155.45
2025 Q2 ADDED 47,528 +1,091 +2.3% 1.99% $6.7M $141.26
2025 Q1 ADDED 46,437 +9,361 +25.2% 1.76% $5.4M $116.07
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PPA price (monthly, adj. close)

Other funds also holding PPA

As of 2025 Q4 — sorted by position size

SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 6.55% Presidio Capital Management, LLC 3Y 3.94% ADAPT WEALTH ADVISORS, LLC 3.93% Harbour Wealth Management Group, Inc. 2.6% Hollow Brook Wealth Management LLC 3Y 7Y 2.59% Pachira Investments Inc. 3Y 7Y 2.38% Green Ridge Wealth Planning LLC 2.33% Capital Asset Advisory Services LLC 3Y 7Y 2.29% Quaker Wealth Management, LLC 3Y 2.28% PACIFIC SUN FINANCIAL CORP 3Y 7Y 2.2%
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