IHT Wealth Management, LLC PSCC — INVESCO EXCH TRADED FD TR II

Ownership history in IHT Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

IHT Wealth Management, LLC reported INVESCO EXCH TRADED FD TR II (PSCC) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows PSCC at 0.04% 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 PSCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IHT Wealth Management, 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

PSCC was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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
2024 Q3 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.

PSCC stock page IHT Wealth Management, LLC fund profile IHT Wealth Management, LLC full holdings
How IHT Wealth Management, LLC held PSCC — position size vs. price
% of Fund (quarterly)    PSCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 48,456 +4,775 +10.9% 0.04% $1.5M 2026-05-15 $32.34
2025 Q4 ADDED — — — 43,681 +29,955 +218.2% 0.03% $1.4M 2026-02-17 $34.35
2025 Q3 ADDED — — — 13,726 +4,213 +44.3% 0.01% $452K 2025-11-14 $31.42
2025 Q2 REDUCED 8.4% -1.6% ✅ 9,513 -869 -8.4% 0.01% $316K 2025-08-14 $34.34
2025 Q1 REDUCED 41.5% -4.6% ✅ 10,382 -7,351 -41.5% 0.01% $364K 2025-05-15 $34.51
2024 Q4 REDUCED 6.1% -7.4% ✅ 17,733 -1,146 -6.1% 0.02% $675K 2025-02-14 $36.16
2024 Q3 INITIATED — — — 18,879 — — 0.02% $712K 2024-11-14 $36.77

🏢 Other funds also holding PSCC

As of 2026 Q1 — sorted by position size

PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.68% Winter & Associates, Inc. 0.53% PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.03% Cornerstone Wealth Management, LLC 3Y 7Y 0.02% Cassaday & Co Wealth Management LLC 3Y 0.01% INTEGRITY ALLIANCE, LLC. 0.01% Founders Financial Alliance, LLC 3Y 0.01% Focus Partners Advisor Solutions, LLC 3Y 0.01% CreativeOne Wealth, LLC 3Y 7Y 0.01% Wilmington Savings Fund Society, FSB 3Y 7Y 0.0%

FAQ About IHT Wealth Management, LLC and PSCC

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

How long has IHT Wealth Management, LLC reported owning PSCC?

IHT Wealth Management, LLC reported PSCC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported PSCC position in IHT Wealth Management, LLC's portfolio?

The largest reported portfolio weight for PSCC was 0.04% in 2026 Q1.

What is the latest reported PSCC position on this page?

The most recent filing on this page is 2026 Q1, when IHT Wealth Management, LLC reported 48,456 shares, equal to 0.04% of portfolio, with an estimated market value of $1.5M.

What does the chart on this PSCC ownership page compare?

The chart compares IHT Wealth Management, LLC's quarterly PSCC 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.

How well did IHT Wealth Management, LLC time their PSCC position?

Based on 13F filing dates vs. subsequent PSCC price moves, IHT Wealth Management, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on PSCC relative to SPY over the holding period was -21.7%.

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