SEC 13F Intelligence

Ground Swell Capital, LLC / PBW

Ground Swell Capital, LLC’s Invesco Exchange Traded Fd T Position

Does Ground Swell Capital, LLC own Invesco Exchange Traded Fd T (PBW)? Not currently — the last reported position was 8.5K shares worth $410,000 in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$410,000
Q3 2022
Shares
8.5K
% of Portfolio
+1.17%
Quarters Held
1
position exited

Position History PBW

Reported value by quarter
Q3 ’22: $410,000Q3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20228.5K$410,000+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ground Swell Capital, LLC’s full portfolio or all institutional holders of PBW.