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

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

Historical chart of Seros Financial 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 Seros Financial 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 Seros Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 83k 18.60
2025-09-30 $1.3M 69k 18.58
2025-06-30 $970k 53k 18.46
2025-03-31 $933k 52k 18.06
2024-12-31 $990k 55k 17.97

More positions owned by Seros Financial

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Dbx Etf Tr Xtrackers Shrt (SHYL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Seros Financial

Top funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp

Invesco
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Evergreen Capital Management
MBL Wealth
Envestnet Asset Management
Revolve Wealth Partners
Asset Allocation Strategies
Branch Banking & Trust Company
Colorado Capital Management
Cetera Investment Advisers
Islay Capital Management
Ameriprise Financial
Vontobel Holding

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