Mascoma Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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 $389k 2.5k 158.41
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)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Total Bond Etf Etf (FBND)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Apple Stock (AAPL)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)

View all positions for Mascoma Wealth Management

Top funds holding Invesco Exchange Traded Fd T ftse rafi 1500

Charles Schwab Investment Advisory
Bank of America Corporation
Warren Averett Asset Management
Wealth Enhancement Advisory Services
Raymond James & Associates
Arbor Investment Advisors
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Advisor Group Holdings
First Foundation Advisors
Baird Financial
Bank of New York Mellon
Callan Capital
Mariner Wealth Advisors

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