SHP Wealth Management »

Invesco Exchange Traded Fd T wilderhil clan shares owned by SHP Wealth Management

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

Historical chart of SHP 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 SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange Traded Fd T wilderhil clan by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5k 143 31.51

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)
Apple (AAPL)

View all positions for SHP 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