Invesco Defensive Equity Etf defensive eqty shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Invesco Defensive Equity Etf defensive eqty (POWA) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Invesco Defensive Equity Etf defensive eqty
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Quarterly reported holdings in Invesco Defensive Equity Etf defensive eqty by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5M | 82k | 78.51 |
| 2023-12-31 | $6.2M | 85k | 72.37 |
| 2023-09-30 | $5.6M | 85k | 65.52 |
| 2023-06-30 | $7.1M | 102k | 69.25 |
| 2023-03-31 | $7.1M | 107k | 66.63 |
| 2022-12-31 | $7.1M | 107k | 66.51 |
| 2022-09-30 | $6.7M | 111k | 60.20 |
| 2022-06-30 | $7.1M | 112k | 63.66 |
| 2022-03-31 | $8.1M | 115k | 70.37 |
| 2021-12-31 | $9.3M | 127k | 73.11 |
| 2021-09-30 | $9.6M | 145k | 66.08 |
| 2021-06-30 | $10M | 156k | 65.92 |
| 2021-03-31 | $11M | 171k | 61.10 |
| 2020-12-31 | $30M | 192k | 153.53 |
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