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Invesco Exchange Traded Fd T dynmc bldg con shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 2.9k 95.60
2025-06-30 $236k 2.9k 80.34
2024-12-31 $315k 4.2k 75.72
2024-06-30 $320k 4.7k 67.81

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Invesco Exchange Traded Fd T dynmc bldg con

LPL Financial
Morgan Stanley
UBS Group
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
H D Vest Advisory Services
Branch Banking & Trust Company
Wells Fargo & Company
Royal Bank of Canada
MAI Wealth Advisors
Great Diamond Partners
Ameriprise Financial
Raymond James Financial
Jones Financial Companies, L.L
Bnp Paribas Arbitrage, Snc

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