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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
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)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Invesco Exch-traded Fd Tr Div etf

LPL Financial
Flaharty Asset Management
Raymond James Financial Services Advisors
Hartland & Co
Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Atria Wealth Solutions
Royal Bank of Canada
Atlas Private Wealth Advisors
Citizens Financial Group
Focus Financial Network
Envestnet Asset Management
Rockefeller Capital Management
Rsm Us Wealth Management

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