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Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $581k 31k 18.58
2025-06-30 $612k 33k 18.46
2025-03-31 $641k 36k 18.06
2024-12-31 $642k 36k 18.08

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp

Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Evergreen Capital Management
Invesco
Morgan Stanley
MBL Wealth
Envestnet Asset Management
Revolve Wealth Partners
Branch Banking & Trust Company
Towercrest Capital Management
Alliance Wealth Management
Colorado Capital Management
Cetera Investment Advisers
Asset Allocation Strategies

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