Invesco Exchange Traded Fd T wilderhil clan shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Invesco Exchange Traded Fd T wilderhil clan
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All positions including Invesco Exchange Traded Fd T wilderhil clan held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco Exchange Traded Fd T wilderhil clan by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 11k | 28.88 |
| 2025-06-30 | $238k | 12k | 19.92 |
| 2025-03-31 | $199k | 13k | 15.74 |
| 2024-09-30 | $281k | 14k | 20.03 |
| 2024-06-30 | $273k | 14k | 20.15 |
| 2024-03-31 | $297k | 13k | 23.05 |
| 2023-12-31 | $343k | 12k | 29.69 |
| 2023-09-30 | $254k | 8.1k | 31.49 |
| 2023-06-30 | $310k | 7.7k | 40.06 |
| 2023-03-31 | $245k | 6.1k | 40.39 |
| 2022-12-31 | $170k | 4.4k | 38.31 |
| 2022-09-30 | $213k | 4.4k | 48.18 |
| 2022-06-30 | $286k | 6.3k | 45.67 |
| 2022-03-31 | $409k | 6.3k | 65.16 |
| 2021-12-31 | $292k | 4.1k | 71.46 |
| 2021-09-30 | $22k | 285 | 77.19 |
| 2021-06-30 | $20k | 210 | 95.24 |
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