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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
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)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Invesco Exchange Traded Fd T dynmc phrmctls

Peak Asset Management
Bank of America Corporation
Cambridge Investment Research Advisors
UBS Group
Global Assets Advisory
Commonwealth Equity Services
Wells Fargo & Company
Commonwealth Retirement Investments
MGB Wealth Management
Dumont & Blake Investment Advisors
Royal Bank of Canada
Q3 Asset Management
Institute For Wealth Management
Advisor Group Holdings
Flagship Harbor Advisors

View all funds holding Invesco Exchange Traded Fd T dynmc phrmctls