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Invesco Exchange Traded Fd T ftse rafi 1500 shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in Invesco Exchange Traded Fd T ftse rafi 1500

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T ftse rafi 1500 held by BKD Wealth Advisors 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 1500 by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 28k 41.61
2024-09-30 $1.2M 28k 41.55
2024-06-30 $1.1M 28k 38.14
2024-03-31 $1.1M 28k 39.28
2023-12-31 $1.1M 28k 37.49
2023-09-30 $924k 28k 32.99
2023-06-30 $966k 5.6k 171.84
2023-03-31 $941k 5.7k 164.52
2022-12-31 $949k 6.0k 158.42
2022-09-30 $923k 6.3k 145.72
2022-06-30 $1.1M 6.9k 153.35
2022-03-31 $1.6M 9.0k 182.64
2021-12-31 $1.7M 9.0k 191.69
2021-09-30 $1.6M 9.0k 182.50
2021-06-30 $1.7M 9.0k 186.87
2021-03-31 $1.6M 9.0k 176.38
2020-12-31 $1.4M 9.0k 150.93
2020-09-30 $1.2M 10k 117.10
2020-06-30 $1.2M 11k 111.66
2020-03-31 $1.0M 11k 89.44
2019-12-31 $1.6M 12k 136.67
2019-09-30 $1.5M 12k 126.92
2019-06-30 $1.5M 12k 127.72
2019-03-31 $1.5M 12k 127.61
2018-12-31 $1.4M 13k 113.63
2018-09-30 $1.9M 13k 142.29
2018-06-30 $2.2M 16k 139.19

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Cap Index (MGC)

View all positions for BKD Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1500

Charles Schwab Investment Management
Bank of America Corporation
Warren Averett Asset Management
Wealth Enhancement Advisory Services
LPL Financial
Morgan Stanley
First Foundation Advisors
Raymond James Financial
Raymond James & Associates
Arbor Investment Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Stonebridge Financial Group
Bank of New York Mellon

View all funds holding Invesco Exchange Traded Fd T ftse rafi 1500