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Invesco Exchange Traded Fd T wilderhil clan shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Invesco Exchange Traded Fd T wilderhil clan

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T wilderhil clan held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T wilderhil clan by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1k 27 39.30

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Invesco Exchange Traded Fd T wilderhil clan

Morgan Stanley
Goldman Sachs Group
Qube Research & Technologies
Bank of America Corporation
D. E. Shaw & Co
Raymond James Financial
Allianz Se
Branch Banking & Trust Company
LPL Financial
Wells Fargo & Company
Susquehanna International
Stifel Financial
Curated Wealth Partners
Jane Street
Q3 Asset Management

View all funds holding Invesco Exchange Traded Fd T wilderhil clan