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Invesco Exchange Traded Fd Tr etf shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd Tr etf (PEY) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $789k 39k 20.39
2025-09-30 $484k 23k 21.07
2025-06-30 $297k 15k 20.41
2025-03-31 $321k 15k 21.47
2024-12-31 $315k 15k 21.26
2024-09-30 $633k 29k 21.93
2024-06-30 $285k 15k 19.64
2024-03-31 $293k 14k 20.65
2023-12-31 $302k 14k 21.14
2023-09-30 $271k 14k 19.19

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Microsoft Corporation Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Amazon Com Incorporated Common Stock (AMZN)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding Invesco Exchange Traded Fd Tr etf

LPL Financial
Wells Fargo & Company
Raymond James Financial
Cetera Investment Advisers
Investors Research Corp
UBS Group
Jones Financial Companies, L.L
Good Steward Wealth Advisors
Ameriprise Financial
Salomon & Ludwin
Royal Bank of Canada
Founders Grove Wealth Partners
Capital Advisors
Evoke Wealth
Capital Advisory Group Advisory Services

View all funds holding Invesco Exchange Traded Fd Tr etf