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Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $18k 955 18.54
2024-06-30 $17k 955 17.97
2024-03-31 $17k 955 18.13
2023-12-31 $17k 955 18.13
2023-09-30 $16k 955 17.08
2023-06-30 $17k 955 17.48
2023-03-31 $17k 955 17.51
2022-12-31 $16k 955 17.12
2022-09-30 $16k 955 16.75
2022-06-30 $16k 955 16.75
2022-03-31 $18k 955 18.85
2021-12-31 $19k 955 19.90
2021-09-30 $19k 955 19.90
2021-06-30 $19k 955 19.90
2020-12-31 $19k 955 19.90
2020-09-30 $18k 955 18.85
2020-06-30 $17k 955 17.80
2020-03-31 $16k 955 16.75
2019-12-31 $18k 955 18.85
2019-09-30 $18k 955 18.85
2019-06-30 $18k 955 18.85
2018-12-31 $17k 955 17.80
2018-09-30 $18k 955 18.85

More positions owned by SRS Capital Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for SRS Capital Advisors

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