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Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by Assetmark

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Invesco Exchng Traded Fd Tr fndmntl hy crp

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr fndmntl hy crp held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr fndmntl hy crp by Assetmark

Quarter filed Position value Share count Share price at filing
2024-03-31 $181 10 18.10
2021-06-30 $4.0k 209 19.14
2019-12-31 $4.8M 250k 19.26
2019-09-30 $4.7M 247k 19.03

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Top funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp

Capital Advisors
Bank of New York Mellon
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Morgan Stanley
Envestnet Asset Management
Jane Street
Anfield Capital Management
Foundations Investment Advisors
MBL Wealth
Vantage Financial Partners
Ameriprise Financial
Revolve Wealth Partners
Alliance Wealth Management

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