Invesco Exchange Traded Fd T wilderhil clan shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Invesco Exchange Traded Fd T wilderhil clan
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Quarterly reported holdings in Invesco Exchange Traded Fd T wilderhil clan by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $15k | 759 | 20.01 |
| 2024-09-30 | $15k | 759 | 20.03 |
| 2024-06-30 | $16k | 812 | 20.15 |
| 2024-03-31 | $19k | 812 | 23.05 |
| 2023-12-31 | $24k | 812 | 29.72 |
| 2023-09-30 | $28k | 883 | 31.43 |
| 2023-06-30 | $35k | 883 | 40.12 |
| 2023-03-31 | $36k | 883 | 40.41 |
| 2022-12-31 | $34k | 883 | 38.33 |
| 2022-09-30 | $43k | 883 | 48.70 |
| 2022-06-30 | $50k | 1.1k | 45.29 |
| 2022-03-31 | $72k | 1.1k | 65.22 |
| 2021-12-31 | $92k | 1.3k | 71.54 |
| 2021-09-30 | $92k | 1.2k | 77.05 |
| 2021-06-30 | $91k | 980 | 92.86 |
| 2021-03-31 | $96k | 980 | 97.96 |
| 2020-12-31 | $101k | 980 | 103.06 |
| 2020-09-30 | $60k | 980 | 61.22 |
| 2020-06-30 | $40k | 980 | 40.82 |
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