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

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

Historical chart of Peninsula 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 Peninsula 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 230k 18.13

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Peninsula 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
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

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