Invesco Exchange Traded Fd T wilderhil clan shares owned by Sontag Advisory
Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory 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 Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $425k | 21k | 20.01 |
| 2024-09-30 | $433k | 22k | 20.03 |
| 2024-06-30 | $615k | 31k | 20.15 |
| 2024-03-31 | $553k | 24k | 23.05 |
| 2023-12-31 | $1.8M | 59k | 29.72 |
| 2023-09-30 | $727k | 23k | 31.43 |
| 2023-06-30 | $940k | 23k | 40.12 |
| 2023-03-31 | $965k | 24k | 40.41 |
| 2022-12-31 | $804k | 21k | 38.33 |
| 2022-09-30 | $2.2M | 46k | 48.17 |
| 2022-06-30 | $1.9M | 41k | 45.71 |
| 2022-03-31 | $2.0M | 31k | 65.15 |
| 2021-12-31 | $2.2M | 31k | 71.41 |
| 2021-09-30 | $4.4M | 57k | 77.23 |
| 2021-06-30 | $5.9M | 63k | 93.19 |
| 2021-03-31 | $3.2M | 33k | 98.38 |
| 2020-12-31 | $1.1M | 10k | 103.42 |
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