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Invesco Exch-traded Fd Tr Div etf shares owned by Creative Planning

Quarter-by-quarter ownership of Invesco Exch-traded Fd Tr Div etf (PFM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Invesco Exch-traded Fd Tr Div etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch-traded Fd Tr Div etf held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exch-traded Fd Tr Div etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $364k 9.1k 39.89
2023-09-30 $333k 9.1k 36.53
2023-06-30 $406k 11k 38.23
2023-03-31 $388k 11k 36.60
2022-12-31 $387k 11k 36.52
2022-09-30 $342k 11k 32.38
2022-06-30 $364k 11k 34.52
2022-03-31 $407k 11k 38.42
2021-12-31 $420k 11k 39.72
2021-09-30 $407k 11k 35.99
2021-06-30 $416k 12k 36.25
2021-03-31 $363k 11k 34.55
2020-12-31 $345k 11k 32.89
2020-09-30 $650k 22k 30.25
2020-06-30 $605k 22k 28.18
2020-03-31 $469k 19k 24.65
2019-12-31 $348k 11k 30.73
2019-09-30 $335k 11k 29.58
2019-06-30 $325k 11k 28.70
2019-03-31 $313k 11k 27.64
2018-12-31 $280k 11k 24.73
2018-09-30 $331k 12k 27.53
2018-06-30 $309k 12k 25.70

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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Invesco Exch-traded Fd Tr Div etf

Flaharty Asset Management
Atlas Private Wealth Advisors
Wilbanks Smith & Thomas Asset Management
Raymond James Financial Services Advisors
Bank of America Corporation
Royal Bank of Canada
Raymond James & Associates
Atria Wealth Solutions
Wells Fargo & Company
Commonwealth Equity Services
Citizens Financial Group
Focus Financial Network
Focus Financial Network
Rsm Us Wealth Management
Rockefeller Capital Management

View all funds holding Invesco Exch-traded Fd Tr Div etf