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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
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 Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Invesco Exchange Traded Fd Tr etf

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Salomon & Ludwin
UBS Group
Warren Averett Asset Management
Evoke Wealth
Raymond James Financial Services Advisors
Raymond James & Associates
Advisor Group Holdings
Dynamic Advisors Solutions
Commonwealth Equity Services
Investors Research Corp

View all funds holding Invesco Exchange Traded Fd Tr etf