Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by AE Wealth Management
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Invesco Exchng Traded Fd Tr fndmntl hy crp
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr fndmntl hy crp by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $25k | 1.4k | 18.60 |
| 2025-09-30 | $6.4k | 345 | 18.58 |
| 2025-06-30 | $10k | 555 | 18.46 |
| 2020-12-31 | $1.8M | 94k | 19.44 |
| 2020-09-30 | $1.7M | 90k | 18.54 |
| 2020-06-30 | $1.6M | 89k | 18.10 |
| 2020-03-31 | $246k | 15k | 16.58 |
| 2019-12-31 | $949k | 49k | 19.27 |
| 2019-09-30 | $246k | 13k | 18.99 |
| 2019-06-30 | $334k | 18k | 18.92 |
| 2018-09-30 | $258k | 14k | 18.57 |
| 2018-06-30 | $273k | 15k | 18.29 |
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