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Invesco Exchange Traded Fd T wilderhil clan shares owned by UMA Financial Services

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T wilderhil clan (PBW) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services 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 UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T wilderhil clan by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 582 28.88
2025-06-30 $15k 736 19.92
2025-03-31 $11k 699 15.74
2024-12-31 $14k 699 20.01

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Invesco Exchange Traded Fd T wilderhil clan

HighTower Advisors
Morgan Stanley
Goldman Sachs Group
Allianz Se
Raymond James Financial
LPL Financial
Two Sigma Investments
Toroso Investments
Susquehanna International
Stifel Financial
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Envestnet Portfolio Solutions
Millennium Management
Family Firm

View all funds holding Invesco Exchange Traded Fd T wilderhil clan