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Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Invesco Exchng Traded Fd Tr fndmntl hy crp

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr fndmntl hy crp held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr fndmntl hy crp by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 998 18.59
2025-06-30 $19k 1.0k 18.48
2025-03-31 $19k 1.0k 18.08

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp

Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Evergreen Capital Management
Invesco
Morgan Stanley
MBL Wealth
Envestnet Asset Management
Revolve Wealth Partners
Branch Banking & Trust Company
Towercrest Capital Management
Alliance Wealth Management
Colorado Capital Management
Cetera Investment Advisers
Asset Allocation Strategies

View all funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp