Invesco Exch-traded Fd Tr Div etf shares owned by Caldwell Trust
Quarter-by-quarter ownership of Invesco Exch-traded Fd Tr Div etf (PFM) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Invesco Exch-traded Fd Tr Div etf
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Quarterly reported holdings in Invesco Exch-traded Fd Tr Div etf by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 6.1k | 50.74 |
| 2021-12-31 | $244k | 6.1k | 39.73 |
| 2021-09-30 | $221k | 6.1k | 35.96 |
| 2021-06-30 | $223k | 6.1k | 36.27 |
| 2021-03-31 | $213k | 6.1k | 34.59 |
| 2020-12-31 | $202k | 6.1k | 32.88 |
| 2020-09-30 | $186k | 6.1k | 30.27 |
| 2020-06-30 | $173k | 6.1k | 28.19 |
| 2020-03-31 | $152k | 6.1k | 24.66 |
| 2019-12-31 | $189k | 6.1k | 30.71 |
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