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Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by Moller Financial Services

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

Historical chart of Moller Financial Services 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 Moller Financial Services 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 Moller Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $718k 39k 18.54
2024-06-30 $683k 38k 17.97
2024-03-31 $661k 37k 18.13
2023-12-31 $631k 35k 18.13
2022-12-31 $291k 17k 17.12
2022-03-31 $468k 26k 18.35
2021-12-31 $493k 25k 19.43
2021-09-30 $493k 25k 19.47
2021-06-30 $494k 25k 19.54
2021-03-31 $488k 25k 19.34
2020-12-31 $490k 25k 19.46
2020-09-30 $12M 669k 18.54
2020-06-30 $12M 665k 18.10
2020-03-31 $11M 651k 16.58
2019-12-31 $14M 721k 19.26
2019-09-30 $15M 773k 19.03
2019-06-30 $15M 778k 18.95
2019-03-31 $18M 978k 18.65
2018-12-31 $3.3M 183k 18.12
2018-09-30 $3.4M 182k 18.53
2018-06-30 $3.1M 172k 18.29

More positions owned by Moller Financial Services

Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Emer (FNDE)

View all positions for Moller Financial Services

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