Ken Stern & Associates »

Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by Ken Stern & Associates

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) shares owned by Ken Stern & Associates from 13F filings

Historical chart of Ken Stern & Associates 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 Ken Stern & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchng Traded Fd Tr fndmntl hy crp by Ken Stern & Associates

Quarter filed Position value Share count Share price at filing
2018-09-30 $695k 38k 18.52

More positions owned by Ken Stern & Associates

Essex Property Trust (ESS)
iShares Russell 2000 Growth Index (IWO)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Bond Market ETF (BND)
iShares Lehman Short Treasury Bond (SHV)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Information Technology ETF (VGT)
Consumer Discretionary SPDR (XLY)
Ishares Tr Msci Usa Momentum Factor (MTUM)
iShares Dow Jones US Aerospace & Def.ETF (ITA)
First Trust DJ Internet Index Fund (FDN)
Vanguard Value ETF (VTV)
Spdr S&p 500 Etf (SPY)
Health Care SPDR (XLV)
Industrial SPDR (XLI)

View all positions for Ken Stern & Associates

Top funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp

Bank of New York Mellon
Bank of America Corporation
Invesco
Wells Fargo & Company
LPL Financial
Evergreen Capital Management
Anfield Capital Management
Envestnet Asset Management
MBL Wealth
Foundations Investment Advisors
Revolve Wealth Partners
Advisors Preferred
Towercrest Capital Management
Alliance Wealth Management
Ameriprise Financial

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