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Invesco Exchange Traded Fd T ftse rafi 1000 shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates investment in Invesco Exchange Traded Fd T ftse rafi 1000

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T ftse rafi 1000 held by Klingman & 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 733k 35.20
2023-09-30 $23M 736k 31.82
2023-06-30 $25M 154k 163.65
2023-03-31 $24M 154k 156.78
2022-12-31 $24M 154k 155.15
2022-09-30 $21M 153k 138.77
2022-06-30 $22M 151k 148.20
2022-03-31 $26M 151k 170.86
2021-12-31 $26M 150k 171.70
2021-09-30 $24M 151k 158.36
2021-06-30 $24M 151k 160.33
2021-03-31 $23M 151k 151.67
2020-12-31 $20M 152k 133.20
2020-09-30 $18M 154k 113.79
2020-06-30 $17M 158k 108.31
2020-03-31 $16M 173k 92.44
2019-12-31 $22M 175k 126.71
2019-09-30 $21M 176k 117.86
2019-06-30 $7.7M 66k 116.64
2019-03-31 $21M 182k 113.37
2018-12-31 $19M 185k 101.57
2018-09-30 $22M 186k 118.77
2018-06-30 $21M 186k 112.60

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)

View all positions for Klingman & Associates

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1000

Charles Schwab Investment Advisory
Bank of America Corporation
Pnc Financial Services
RFG Advisory
Warren Averett Asset Management
Commonwealth Equity Services
Baystate Wealth Management
Wealth Enhancement Advisory Services
Arbor Investment Advisors
Linscomb & Williams
D.A. Davidson & Co.
Wells Fargo & Company
Relative Value Partners
Kestra Advisory Services
McIlrath & Eck

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