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Invesco Exchange Traded Fd T dynmc bldg con shares owned by Caldwell Trust

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc bldg con (PKB) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Invesco Exchange Traded Fd T dynmc bldg con

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T dynmc bldg con held by Caldwell Trust 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 bldg con by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $10k 90 112.06

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Invesco Exchange Traded Fd T dynmc bldg con

RMG Wealth Management
HighTower Advisors
Morgan Stanley
LPL Financial
Cetera Investment Advisers
Bank of America Corporation
Raymond James Financial
Wells Fargo & Company
Royal Bank of Canada
Jones Financial Companies, L.L
Mml Investors Services
Branch Banking & Trust Company
MAI Wealth Advisors
HighPoint Advisor
Great Diamond Partners

View all funds holding Invesco Exchange Traded Fd T dynmc bldg con