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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Laurel Wealth Planning

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by Laurel Wealth Planning from 13F filings

Historical chart of Laurel Wealth Planning investment in Invesco Exchng Traded Fd Tr calif amt mun

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr calif amt mun held by Laurel Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr calif amt mun by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 10k 24.84
2023-12-31 $255k 10k 24.94
2023-09-30 $210k 8.9k 23.47
2023-06-30 $220k 8.9k 24.59

More positions owned by Laurel Wealth Planning

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Infrastruc (IFRA)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Esg Awr Msci Em (ESGE)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Msci Kld400 Soc (DSI)
Pimco Etf Tr Enhancd Short (EMNT)

View all positions for Laurel Wealth Planning

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Charles Schwab Investment Advisory
Jane Street
Miracle Mile Advisors
Stratos Wealth Partners
First Foundation Advisors
Bank of America Corporation
EP Wealth Advisors
Wells Fargo & Company
Bank Of Montreal
Mercer Global Advisors
Jpmorgan Chase & Co
Mariner Wealth Advisors
Hanson McClain Advisors
Affinity Capital Advisors
First American Trust

View all funds holding Invesco Exchng Traded Fd Tr calif amt mun