Invesco Exchng Traded Fd Tr ftse rafi sml shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr ftse rafi sml (PDN) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Invesco Exchng Traded Fd Tr ftse rafi sml
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr ftse rafi sml by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $340k | 10k | 32.88 |
| 2023-12-31 | $356k | 11k | 32.48 |
| 2023-09-30 | $340k | 12k | 29.54 |
| 2023-06-30 | $374k | 12k | 30.80 |
| 2023-03-31 | $382k | 12k | 31.01 |
| 2022-12-31 | $371k | 13k | 29.62 |
| 2022-09-30 | $367k | 14k | 25.63 |
| 2022-06-30 | $452k | 16k | 29.10 |
| 2022-03-31 | $546k | 16k | 34.50 |
| 2021-12-31 | $609k | 17k | 36.78 |
| 2021-09-30 | $621k | 17k | 37.55 |
| 2021-06-30 | $634k | 17k | 38.26 |
| 2021-03-31 | $606k | 17k | 36.60 |
| 2020-12-31 | $676k | 20k | 34.54 |
| 2020-09-30 | $744k | 25k | 29.75 |
| 2020-06-30 | $727k | 27k | 27.42 |
| 2020-03-31 | $778k | 34k | 23.09 |
| 2019-12-31 | $1.1M | 33k | 31.95 |
| 2019-09-30 | $990k | 34k | 29.46 |
| 2019-06-30 | $994k | 33k | 29.86 |
| 2019-03-31 | $1.1M | 36k | 29.85 |
| 2018-12-31 | $1.3M | 48k | 27.56 |
| 2018-09-30 | $1.6M | 51k | 32.69 |
| 2018-06-30 | $1.8M | 55k | 33.13 |
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