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

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

Historical chart of Shakespeare 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 Shakespeare 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $955k 29k 32.99
2023-06-30 $1.0M 6.0k 171.83
2023-03-31 $1.1M 6.6k 164.52
2022-12-31 $1.1M 6.6k 158.41
2022-09-30 $974k 6.7k 145.70
2022-06-30 $1.0M 6.8k 154.46
2022-03-31 $1.3M 6.9k 184.68
2021-12-31 $1.3M 6.9k 191.76
2021-09-30 $1.3M 7.1k 185.93
2021-06-30 $1.3M 7.3k 184.35
2021-03-31 $1.4M 7.7k 176.32
2020-12-31 $1.3M 8.7k 150.89
2020-09-30 $1.0M 9.0k 117.12
2020-06-30 $1.1M 9.6k 111.70
2020-03-31 $884k 9.9k 89.44
2019-12-31 $1.4M 9.9k 136.75
2019-09-30 $1.4M 11k 126.89
2019-06-30 $1.5M 12k 127.70
2019-03-31 $1.5M 12k 127.59
2018-12-31 $1.4M 12k 113.64
2018-09-30 $2.0M 14k 142.29
2018-06-30 $1.9M 14k 139.19
2018-03-31 $1.8M 14k 128.95
2017-12-31 $1.9M 15k 129.91

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare 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