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Invesco Exchange Traded Fd T wilderhil clan shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth 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 Instrumental Wealth 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 47k 24.08
2023-09-30 $1.1M 37k 30.09
2023-06-30 $1.0M 23k 43.10

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Etf Managers Tr Prime Cybr Scrty
Vanguard Index Fds Real Estate Etf (VNQ)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental Wealth

Top funds holding Invesco Exchange Traded Fd T wilderhil clan

Bank of America Corporation
Goldman Sachs Group
Harel Insurance Investments & Financial Services
Credit Suisse
Advisor Group Holdings
Raymond James & Associates
Envestnet Portfolio Solutions
CX Institutional
Citadel Advisors
Family Firm
Branch Banking & Trust Company
Commonwealth Equity Services
John G.Ullman & Associates
Bank Hapoalim Bm
Sontag Advisory

View all funds holding Invesco Exchange Traded Fd T wilderhil clan