Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

RFG - Bristol Wealth Advisors »

Invesco Dynamic Software Etf dynmc software shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of Invesco Dynamic Software Etf dynmc software (IGPT) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in Invesco Dynamic Software Etf dynmc software

Tip: Access up to 7 years of quarterly data

All positions including Invesco Dynamic Software Etf dynmc software held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Invesco Dynamic Software Etf dynmc software by RFG - Bristol Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$781k	15k	54.03
2025-06-30	$938k	19k	49.15
2025-03-31	$392k	9.7k	40.49
2024-12-31	$9.4M	207k	45.23

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Ishares Tr Core S&p Mcp Etf (IJH)

Microsoft Corporation (MSFT)

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

Pgim Etf Tr Total Return Bon (PTRB)

Blackrock Etf Trust Ii Ishares Total Re (BRTR)

Blackrock Etf Trust Ii Ishares Flexible (BINC)

Ssga Active Etf Tr Mult Ass Rlrtn (RLY)

Coca-Cola Company (KO)

Spdr Series Trust SPDR S&P1500VL (VLU)

Principal Exchange Traded Prin U S Small (PSC)

Apple (AAPL)

Amazon (AMZN)

Broadcom (AVGO)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Invesco Dynamic Software Etf dynmc software

UBS Group

LPL Financial

Journey Strategic Wealth

Morgan Stanley

Berkshire Money Management

Advisor Group Holdings

Members Advisory Group

Ameriprise Financial

Cetera Investment Advisers

Jones Financial Companies, L.L

Providence First Trust

Two Sigma Investments

Cambridge Investment Research Advisors

Raymond James Financial

H D Vest Advisory Services

View all funds holding Invesco Dynamic Software Etf dynmc software

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z