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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
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)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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