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Invesco Exchange Traded Fd T wilderhil clan shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $316 10 31.60

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Barclays Bank Djubs Cmdt Etn36 (DJP)

View all positions for Cassaday & Co Wealth Management

Top funds holding Invesco Exchange Traded Fd T wilderhil clan

Morgan Stanley
Two Sigma Investments
Qube Research & Technologies
Goldman Sachs Group
Raymond James Financial
IFP Advisors
Bank of America Corporation
Allianz Se
Susquehanna International
Branch Banking & Trust Company
LPL Financial
D. E. Shaw & Co
Stifel Financial
Wells Fargo & Company
Cetera Investment Advisers

View all funds holding Invesco Exchange Traded Fd T wilderhil clan