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

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

Historical chart of HB Wealth Management 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 HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $235k 4.2k 55.45

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Vanguard Index Fds Total Stk Mkt (VTI)
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American Centy Etf Tr Us Eqt Etf (AVUS)
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust ST STR P500GRW (SPYG)
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Home Depot (HD)
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Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for HB Wealth Management

Top funds holding Invesco Exch-traded Fd Tr Div etf

LPL Financial
Raymond James Financial
Morgan Stanley
Modern Wealth Management
Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Hartland & Co
Royal Bank of Canada
NFP Retirement
Focus Financial Network
Rockefeller Capital Management
Citizens Financial Group
Baird Financial
Cetera Investment Advisers

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