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Invesco Exchange Traded Fd Tr etf shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital 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 Pacific Capital 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 Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $118k 5.4k 21.93
2024-06-30 $106k 5.4k 19.64

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Invesco Exchange Traded Fd Tr etf

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Raymond James Financial Services Advisors
Capital Investment Counsel
Salomon & Ludwin
Raymond James & Associates
Dynamic Advisors Solutions
Investors Research Corp
Commonwealth Equity Services
Provident Wealth Management
United Capital Financial Advisers
Royal Bank of Canada

View all funds holding Invesco Exchange Traded Fd Tr etf