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Invesco Exchng Traded Fd Tr dwa smlcp ment shares owned by Fortis Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr dwa smlcp ment (DWAS) shares owned by Fortis Advisors from 13F filings

Historical chart of Fortis Advisors investment in Invesco Exchng Traded Fd Tr dwa smlcp ment

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr dwa smlcp ment held by Fortis Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr dwa smlcp ment by Fortis Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $82k 1.1k 75.13
2023-06-30 $86k 13k 6.76
2023-03-31 $81k 12k 6.72
2022-12-31 $80k 12k 6.72
2022-09-30 $75k 11k 6.71
2022-06-30 $74k 11k 6.72
2022-03-31 $384k 17k 22.66
2021-12-31 $1.8M 33k 54.38
2021-09-30 $1.8M 33k 53.91
2021-06-30 $2.8M 53k 53.60
2021-03-31 $2.6M 56k 46.52
2020-12-31 $3.2M 43k 75.29
2020-09-30 $2.2M 37k 59.37
2020-06-30 $2.0M 37k 53.48
2020-03-31 $2.4M 58k 40.73
2019-12-31 $2.4M 42k 57.08
2019-09-30 $2.6M 52k 50.04
2019-06-30 $2.5M 47k 53.98
2019-03-31 $2.2M 44k 50.51
2018-12-31 $1.8M 43k 43.49
2018-09-30 $3.8M 66k 57.52
2018-06-30 $3.6M 66k 54.04

More positions owned by Fortis Advisors

Vanguard Ultra-short Bond Etf Etf (VUSB)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard U.s. Value Factor Etf Etf (VFVA)
Doubleline Opportunistic Bond Etf Etf (DBND)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Global Consumer Staples Etf Etf (KXI)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Spdr Gold Minishares Trust Etf (GLDM)
Fidelity Msci Utilities Index Etf Etf (FUTY)

View all positions for Fortis Advisors

Top funds holding Invesco Exchng Traded Fd Tr dwa smlcp ment

Wealth Enhancement Advisory Services
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
Wells Fargo & Company
Cambridge Investment Research Advisors
UBS Group
CWM
HighMark Wealth Management
Private Advisor
Baird Financial
Prospera Financial Services
Janney Montgomery Scott
Money Concepts Capital Corp
Biondo Investment Advisors

View all funds holding Invesco Exchng Traded Fd Tr dwa smlcp ment