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Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management 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 Geneos Wealth Management 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 104k 18.13
2023-09-30 $40k 2.3k 17.08
2023-06-30 $347k 20k 17.48
2023-03-31 $342k 20k 17.51
2022-12-31 $317k 19k 17.12
2022-09-30 $1.6M 95k 16.43
2022-06-30 $1.7M 98k 16.98
2022-03-31 $1.9M 102k 18.37
2021-12-31 $951k 49k 19.42
2021-09-30 $954k 49k 19.48
2021-06-30 $302k 15k 19.57
2021-03-31 $314k 16k 19.42
2020-12-31 $298k 15k 19.30
2020-09-30 $89k 4.9k 18.22
2020-06-30 $88k 4.9k 18.02
2020-03-31 $80k 4.9k 16.38
2019-12-31 $159k 8.3k 19.20
2019-09-30 $145k 7.7k 18.90
2019-06-30 $119k 6.3k 18.94
2019-03-31 $51k 2.8k 18.39
2018-12-31 $35k 2.0k 17.48
2018-09-30 $26k 1.4k 18.28
2018-06-30 $21k 1.2k 18.06

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

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
MBL Wealth
Foundations Investment Advisors
Anfield Capital Management
Revolve Wealth Partners
Alliance Wealth Management
Towercrest Capital Management
Advisors Preferred
Vontobel Holding
Branch Banking & Trust Company
First International Bank & Trust
Colorado Capital Management

View all funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp