SEC 13F Intelligence

Endowment Wealth Management, Inc. / PSP

Endowment Wealth Management, Inc.’s Invesco Exchange Traded Fd T Position

Does Endowment Wealth Management, Inc. own Invesco Exchange Traded Fd T (PSP)? Yes — 226.7K shares worth $13M (+5.67% of its 13F portfolio) as of Q1 2026, up from 203.6K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
226.7K
% of Portfolio
+5.67%
Quarters Held
11
currently held

Position History PSP

Reported value by quarter
Q3 ’23: $10MQ3 ’23Q4 ’23: $12MQ1 ’24: $12MQ1 ’24Q2 ’24: $12MQ3 ’24: $13MQ3 ’24Q4 ’24: $13MQ1 ’25: $12MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ3 ’25Q4 ’25: $14MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026226.7K$13M+5.67%
Q4 2025203.6K$14M+6.27%
Q3 2025192.9K$13M+6.04%
Q2 2025189.1K$13M+6.71%
Q1 2025190.3K$12M+7.84%
Q4 2024199.0K$13M+8.93%
Q3 2024193.8K$13M+8.70%
Q2 2024188.9K$12M+8.41%
Q1 2024179.0K$12M+8.84%
Q4 2023197.9K$12M+10.24%
Q3 2023199.2K$10M+9.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Endowment Wealth Management, Inc.’s full portfolio or all institutional holders of PSP.