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Invesco Exchng Traded Fd Tr calif amt mun shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Invesco Exchng Traded Fd Tr calif amt mun

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All positions including Invesco Exchng Traded Fd Tr calif amt mun held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.9M 294k 23.47
2023-06-30 $5.5M 223k 24.64
2023-03-31 $4.8M 193k 24.77
2022-12-31 $3.9M 161k 24.14
2022-09-30 $4.2M 183k 23.17
2022-06-30 $5.0M 206k 24.32
2022-03-31 $4.9M 188k 25.80
2021-12-31 $5.9M 210k 27.90
2021-09-30 $6.0M 215k 27.75
2021-06-30 $5.6M 200k 28.11
2021-03-31 $3.6M 130k 27.67
2020-12-31 $3.5M 126k 28.00
2020-09-30 $4.0M 144k 27.61
2020-06-30 $2.0M 74k 27.29
2020-03-31 $1.9M 71k 26.97
2019-12-31 $1.8M 64k 27.35
2019-09-30 $1.6M 58k 27.35
2019-06-30 $1.4M 52k 26.88
2019-03-31 $585k 22k 26.33
2018-12-31 $488k 19k 25.80
2018-09-30 $5.1M 201k 25.51
2018-06-30 $6.6M 255k 25.86

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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