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

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

Historical chart of Sax 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 Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $318k 15k 21.93
2024-06-30 $285k 15k 19.64

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax 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
Capital Investment Counsel
Raymond James Financial Services Advisors
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