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Invesco Exchange Traded Fd Tr etf shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of Invesco Exchange Traded Fd Tr etf (PEY) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in Invesco Exchange Traded Fd Tr etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd Tr etf held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd Tr etf by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 15k 21.93
2024-06-30 $340k 17k 19.64

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for Capasso Planning Partners

Top funds holding Invesco Exchange Traded Fd Tr etf

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Cetera Investment Advisers
Warren Averett Asset Management
Raymond James Financial Services Advisors
UBS Group
Investors Research Corp
Raymond James & Associates
Sanctuary Advisors
Commonwealth Equity Services
Salomon & Ludwin
Founders Grove Wealth Partners

View all funds holding Invesco Exchange Traded Fd Tr etf