Kingsview Wealth Management »

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

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

Historical chart of Kingsview 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 Kingsview Wealth Management 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $395k 21k 18.54
2024-06-30 $425k 24k 17.97
2024-03-31 $433k 24k 18.13
2023-12-31 $549k 30k 18.13
2023-09-30 $630k 37k 17.08
2023-06-30 $675k 39k 17.48
2023-03-31 $702k 40k 17.51
2022-12-31 $7.6M 441k 17.12
2022-09-30 $646k 39k 16.42
2022-06-30 $676k 40k 16.85
2022-03-31 $806k 44k 18.37
2021-12-31 $6.5M 334k 19.42
2021-09-30 $6.9M 354k 19.48
2021-06-30 $6.5M 333k 19.58
2021-03-31 $7.3M 379k 19.37
2020-12-31 $14M 714k 19.44
2020-09-30 $16M 858k 18.54
2020-06-30 $11M 624k 18.10
2020-03-31 $8.1M 486k 16.58
2019-12-31 $10M 519k 19.26
2019-09-30 $5.1M 268k 19.03
2019-06-30 $5.6M 295k 18.95
2019-03-31 $4.5M 244k 18.65
2018-12-31 $4.2M 237k 17.67
2018-09-30 $5.2M 278k 18.53
2018-06-30 $4.6M 251k 18.29

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

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
Morgan Stanley
Anfield Capital Management
Envestnet Asset Management
MBL Wealth
Foundations Investment Advisors
Revolve Wealth Partners
Vantage Financial Partners
Advisors Preferred
Alliance Wealth Management
Towercrest Capital Management

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