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Invesco Exchange Traded Fd T dynmc phrmctls shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc phrmctls (PJP) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Invesco Exchange Traded Fd T dynmc phrmctls

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T dynmc phrmctls held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T dynmc phrmctls by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $265k 2.5k 104.54
2025-09-30 $234k 2.5k 92.49
2025-06-30 $202k 2.5k 79.87
2025-03-31 $220k 2.5k 86.61
2024-12-31 $228k 2.8k 82.62
2024-09-30 $241k 2.8k 86.97
2024-06-30 $227k 2.8k 82.21
2024-03-31 $222k 2.8k 80.16
2023-12-31 $210k 2.8k 76.10
2023-09-30 $200k 2.8k 72.37
2023-06-30 $209k 2.8k 75.62
2023-03-31 $210k 2.8k 76.00
2022-12-31 $217k 2.8k 78.60
2022-06-30 $132k 1.8k 74.79
2022-03-31 $140k 1.8k 79.32
2021-12-31 $143k 1.8k 81.02
2021-09-30 $137k 1.8k 77.62
2021-06-30 $142k 1.8k 80.45
2021-03-31 $139k 1.8k 78.75
2020-12-31 $126k 1.8k 71.39
2020-09-30 $113k 1.8k 64.02
2020-06-30 $115k 1.8k 65.16
2020-03-31 $94k 1.8k 53.26
2019-09-30 $100k 1.8k 56.66
2019-06-30 $106k 1.8k 60.06
2019-03-31 $115k 1.8k 65.16
2018-12-31 $110k 1.8k 62.32
2018-09-30 $133k 1.8k 73.28
2018-06-30 $122k 1.8k 67.22

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Small-cap Etf Etf (VB)
Ishares Core Msci Emerging Market Etf Etf (IEMG)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding Invesco Exchange Traded Fd T dynmc phrmctls

Peak Asset Management
LPL Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Joseph Group Capital Management
MGB Wealth Management
Dumont & Blake Investment Advisors
Envestnet Asset Management
Trilogy Capital
Ameriprise Financial
Raymond James Financial
Institute For Wealth Management
Commonwealth Equity Services
Cambridge Investment Research Advisors

View all funds holding Invesco Exchange Traded Fd T dynmc phrmctls