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Invesco Dynamic Large etf - e shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Invesco Dynamic Large etf - e (PWB) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Invesco Dynamic Large etf - e

Tip: Access up to 7 years of quarterly data

All positions including Invesco Dynamic Large etf - e held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Dynamic Large etf - e by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 14k 77.71
2023-09-30 $916k 14k 67.80
2023-06-30 $894k 13k 70.62
2023-03-31 $850k 13k 64.99
2022-12-31 $891k 15k 59.74
2022-09-30 $874k 15k 56.96
2022-06-30 $885k 15k 58.66
2022-03-31 $532k 7.4k 72.27

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Invesco Dynamic Large etf - e

Raymond James & Associates
Bank of America Corporation
UBS Group
Mercer Global Advisors
Wharton Business Group
Cambridge Investment Research Advisors
Wells Fargo & Company
Royal Bank of Canada
United Capital Financial Advisers
Baird Financial
Commonwealth Equity Services
Private Advisor
Goldman Sachs Group
Captrust Financial Advisors
Kestra Advisory Services

View all funds holding Invesco Dynamic Large etf - e