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Invesco Dynamic Large etf - e shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group 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 Balanced Wealth Group 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 Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 18k 77.70

More positions owned by Balanced Wealth Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Pfd And Incm Sec (PFF)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Balanced Wealth Group

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