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Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by McAdam

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

Historical chart of McAdam investment in Invesco Exchng Traded Fd Tr fndmntl hy crp

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All positions including Invesco Exchng Traded Fd Tr fndmntl hy crp held by McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 65k 18.54
2024-06-30 $1.3M 71k 17.97
2024-03-31 $1.3M 73k 18.13
2023-12-31 $1.4M 75k 18.13
2023-09-30 $1.3M 79k 17.08
2023-06-30 $1.5M 84k 17.48
2023-03-31 $1.5M 87k 17.51
2022-12-31 $3.0M 154k 19.42
2022-09-30 $1.5M 90k 16.43
2022-06-30 $1.7M 98k 16.85
2022-03-31 $3.1M 167k 18.37
2021-12-31 $3.0M 154k 19.42
2021-09-30 $3.0M 156k 19.48
2021-06-30 $3.1M 158k 19.56
2021-03-31 $3.1M 160k 19.35
2020-12-31 $3.1M 161k 19.35
2020-09-30 $4.4M 236k 18.54
2020-06-30 $3.9M 213k 18.10
2020-03-31 $3.5M 212k 16.58
2019-12-31 $3.8M 198k 19.26
2019-09-30 $3.6M 187k 19.03
2019-06-30 $3.4M 181k 18.95
2019-03-31 $3.1M 166k 18.65
2018-12-31 $2.7M 152k 17.67
2018-09-30 $4.2M 229k 18.55
2018-06-30 $4.1M 222k 18.29

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)

View all positions for McAdam

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