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Invesco Exch-traded Fd Tr Div etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $537k 10k 51.50
2025-09-30 $503k 9.9k 50.74
2025-06-30 $502k 10k 48.17
2025-03-31 $641k 14k 45.78
2024-12-31 $633k 14k 45.86
2024-09-30 $642k 14k 46.55
2024-06-30 $589k 14k 42.67
2024-03-31 $587k 14k 42.57
2023-12-31 $550k 14k 39.89
2023-09-30 $505k 14k 36.53
2023-06-30 $529k 14k 38.23
2023-03-31 $506k 14k 36.60
2022-12-31 $505k 14k 36.52
2022-09-30 $447k 14k 32.34
2022-06-30 $443k 13k 34.54
2022-03-31 $512k 13k 38.48
2021-12-31 $529k 13k 39.76
2021-09-30 $498k 14k 35.97
2021-06-30 $474k 13k 36.27
2021-03-31 $452k 13k 34.58
2020-12-31 $430k 13k 32.90
2020-09-30 $437k 14k 30.35
2020-06-30 $406k 14k 28.19
2020-03-31 $343k 14k 23.82
2019-12-31 $443k 14k 30.76
2019-09-30 $426k 14k 29.58
2019-06-30 $329k 12k 28.71
2019-03-31 $317k 12k 27.66
2018-12-31 $283k 12k 24.69
2018-09-30 $315k 12k 27.49
2018-06-30 $294k 12k 25.65

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Small-cap Etf Etf (VB)
Ishares Core Msci Emerging Market Etf Etf (IEMG)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding Invesco Exch-traded Fd Tr Div etf

LPL Financial
Raymond James Financial
Flaharty Asset Management
Hartland & Co
Wells Fargo & Company
BlackRock
Jones Financial Companies, L.L
Consolidated Planning Corp
NFP Retirement
Royal Bank of Canada
Focus Financial Network
Rockefeller Capital Management
TD Waterhouse Canada
Citizens Financial Group
Rsm Us Wealth Management

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