Invesco Exchange Traded Fd T wilderhil clan shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5k | 225 | 28.83 |
| 2025-06-30 | $7.3k | 368 | 19.92 |
| 2025-03-31 | $5.8k | 367 | 15.75 |
| 2024-12-31 | $7.4k | 367 | 20.03 |
| 2024-09-30 | $10k | 506 | 20.03 |
| 2024-06-30 | $10k | 504 | 20.16 |
| 2024-03-31 | $13k | 576 | 23.04 |
| 2023-12-31 | $17k | 572 | 29.71 |
| 2023-09-30 | $18k | 568 | 31.44 |
| 2023-06-30 | $23k | 565 | 40.11 |
| 2023-03-31 | $23k | 561 | 40.41 |
| 2022-12-31 | $21k | 554 | 38.34 |
| 2022-09-30 | $26k | 545 | 47.71 |
| 2022-06-30 | $24k | 537 | 44.69 |
| 2022-03-31 | $34k | 534 | 63.67 |
| 2021-12-31 | $38k | 530 | 71.70 |
| 2021-09-30 | $48k | 632 | 75.95 |
| 2021-06-30 | $89k | 956 | 93.10 |
| 2021-03-31 | $86k | 880 | 97.73 |
| 2020-12-31 | $116k | 871 | 133.18 |
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