Private Ocean »

Invesco Exchange Traded Fd T ftse rafi 1500 shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 82k 38.14
2024-03-31 $3.3M 84k 39.28
2023-12-31 $3.2M 85k 37.49
2023-09-30 $2.8M 86k 32.99
2023-06-30 $2.9M 17k 171.83
2023-03-31 $2.8M 17k 164.52
2022-12-31 $2.7M 17k 158.41
2022-09-30 $2.5M 17k 145.66
2022-06-30 $2.8M 18k 153.30
2022-03-31 $3.4M 18k 182.67
2021-12-31 $3.7M 20k 191.71
2021-09-30 $3.7M 20k 182.50
2021-06-30 $3.8M 20k 186.86
2021-03-31 $3.6M 21k 176.35
2020-12-31 $3.1M 21k 150.95
2020-09-30 $2.4M 21k 117.09
2020-06-30 $2.5M 22k 111.67
2020-03-31 $2.1M 24k 89.41
2019-12-31 $3.6M 26k 136.72
2019-09-30 $3.4M 27k 126.94
2019-06-30 $3.5M 28k 127.67
2019-03-31 $3.7M 29k 127.59
2018-12-31 $4.5M 39k 113.67
2018-09-30 $1.2M 8.3k 142.27
2018-06-30 $1.2M 8.3k 139.16

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

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