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Invesco Exchange Traded Fd T ftse rafi 1500 shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma Wealth Management investment in Invesco Exchange Traded Fd T ftse rafi 1500

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All positions including Invesco Exchange Traded Fd T ftse rafi 1500 held by Mascoma Wealth Management 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $283k 6.8k 41.55
2024-06-30 $259k 6.8k 38.14
2024-03-31 $267k 6.8k 39.28
2023-12-31 $255k 6.8k 37.49
2023-09-30 $405k 12k 32.99
2023-06-30 $441k 12k 35.96
2023-03-31 $393k 2.5k 160.23
2022-12-31 $358k 2.5k 145.82
2022-09-30 $358k 2.5k 145.82
2022-06-30 $376k 2.5k 153.16
2022-03-31 $448k 2.5k 182.48
2021-12-31 $471k 2.5k 191.85
2021-09-30 $448k 2.5k 182.48
2021-06-30 $459k 2.5k 186.97
2021-03-31 $433k 2.5k 176.37
2020-12-31 $371k 2.5k 151.12
2019-09-30 $312k 2.5k 127.09
2019-06-30 $313k 2.5k 127.49

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1500

Charles Schwab Investment Management
Bank of America Corporation
LPL Financial
Wealth Enhancement Advisory Services
Morgan Stanley
First Foundation Advisors
Raymond James & Associates
Arbor Investment Advisors
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Cetera Investment Advisers
H D Vest Advisory Services
Callan Capital
Captrust Financial Advisors

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