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

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 310k 18.13
2023-12-31 $5.7M 314k 18.13
2023-09-30 $5.1M 301k 17.08
2023-06-30 $5.4M 307k 17.48
2021-03-31 $219k 11k 19.38
2020-12-31 $220k 11k 19.47

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Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
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World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

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