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Invesco Exchange Traded Fd T ftse rafi 1000 shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Invesco Exchange Traded Fd T ftse rafi 1000

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All positions including Invesco Exchange Traded Fd T ftse rafi 1000 held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T ftse rafi 1000 by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 52k 45.21
2025-06-30 $2.2M 52k 42.27
2025-03-31 $2.1M 52k 40.41
2024-12-31 $2.1M 52k 40.34
2024-09-30 $2.1M 52k 40.63
2024-06-30 $2.0M 52k 37.95
2024-03-31 $2.0M 52k 38.47
2023-12-31 $1.8M 52k 35.20
2023-09-30 $1.7M 52k 31.82
2023-06-30 $1.7M 10k 163.65
2023-03-31 $1.6M 10k 156.78
2022-12-31 $1.6M 10k 155.15
2022-09-30 $1.4M 10k 138.79
2022-06-30 $1.5M 10k 148.19
2022-03-31 $1.8M 10k 170.82
2021-12-31 $1.8M 10k 171.69
2021-09-30 $1.7M 10k 158.35
2021-06-30 $1.7M 10k 160.37
2021-03-31 $1.6M 10k 151.64
2020-12-31 $1.4M 10k 133.22
2020-09-30 $1.2M 10k 113.75
2020-06-30 $1.2M 11k 108.29
2020-03-31 $1.0M 11k 92.42
2019-12-31 $1.5M 12k 126.69
2019-09-30 $1.4M 12k 117.89
2019-06-30 $1.4M 12k 116.63
2019-03-31 $1.4M 12k 113.36
2018-12-31 $1.2M 12k 101.55
2018-09-30 $1.4M 12k 118.81
2018-06-30 $1.3M 12k 112.61

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1000

Ameriprise Financial
Pnc Financial Services
Envestnet Asset Management
Warren Averett Asset Management
Invesco
Mariner Wealth Advisors
Commonwealth Equity Services
Wealth Enhancement Advisory Services
LPL Financial
Morgan Stanley
Linscomb & Williams
Arbor Investment Advisors
D.A. Davidson & Co.
Wells Fargo & Company
Northwestern Mutual Wealth Management Company

View all funds holding Invesco Exchange Traded Fd T ftse rafi 1000