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Invesco Exch-traded Fd Tr Div etf shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management investment in Invesco Exch-traded Fd Tr Div etf

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All positions including Invesco Exch-traded Fd Tr Div etf held by Geneos Wealth Management 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $57k 1.4k 39.89
2023-09-30 $52k 1.4k 36.53
2023-06-30 $55k 1.4k 38.23
2023-03-31 $52k 1.4k 36.60
2022-12-31 $52k 1.4k 36.52
2022-09-30 $46k 1.4k 32.28
2022-06-30 $45k 1.3k 34.88
2022-03-31 $49k 1.3k 37.98
2021-12-31 $51k 1.3k 39.53
2021-09-30 $46k 1.3k 35.66
2021-06-30 $47k 1.3k 36.43
2021-03-31 $46k 1.3k 35.66
2020-12-31 $44k 1.3k 34.11
2020-09-30 $38k 1.3k 29.46
2020-06-30 $35k 1.3k 27.13
2020-03-31 $31k 1.3k 24.03
2019-12-31 $39k 1.3k 30.23
2019-09-30 $198k 6.7k 29.40
2019-06-30 $193k 6.7k 28.66
2019-03-31 $186k 6.7k 27.62
2018-12-31 $165k 6.7k 24.50
2018-09-30 $185k 6.7k 27.47
2018-06-30 $172k 6.7k 25.54

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

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