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Invesco Exchng Traded Fd Tr purbta 0 5 yr shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr purbta 0 5 yr (PBTP) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Invesco Exchng Traded Fd Tr purbta 0 5 yr

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr purbta 0 5 yr held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr purbta 0 5 yr by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $380k 15k 25.92

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Invesco Exchng Traded Fd Tr purbta 0 5 yr

LPL Financial
Tidemark
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Sowell Financial Services
Goldman Sachs Group
Envestnet Asset Management
Creative Financial Designs
Raymond James Financial
Kelly Financial Services
Trilogy Capital
Susquehanna International
Beacon Pointe Advisors
Arkadios Wealth Advisors
Flow Traders US
Advisor Group Holdings

View all funds holding Invesco Exchng Traded Fd Tr purbta 0 5 yr