Invesco Exchng Traded Fd Tr s&p smlcp finl shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p smlcp finl (PSCF) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Invesco Exchng Traded Fd Tr s&p smlcp finl
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s&p smlcp finl by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $13k | 227 | 57.51 |
| 2025-09-30 | $13k | 227 | 57.33 |
| 2025-06-30 | $12k | 227 | 54.29 |
| 2025-03-31 | $12k | 227 | 52.95 |
| 2024-12-31 | $13k | 227 | 55.33 |
| 2024-09-30 | $13k | 227 | 55.36 |
| 2024-06-30 | $22k | 452 | 47.71 |
| 2024-03-31 | $22k | 452 | 48.41 |
| 2023-12-31 | $25k | 508 | 49.18 |
| 2023-09-30 | $21k | 508 | 41.50 |
| 2023-06-30 | $21k | 508 | 41.96 |
| 2023-03-31 | $22k | 508 | 43.34 |
| 2022-12-31 | $24k | 508 | 48.13 |
| 2022-09-30 | $23k | 508 | 45.28 |
| 2022-06-30 | $25k | 508 | 49.21 |
| 2022-03-31 | $30k | 508 | 59.06 |
| 2021-12-31 | $31k | 508 | 61.02 |
| 2021-09-30 | $30k | 508 | 59.06 |
| 2021-06-30 | $29k | 508 | 57.09 |
| 2021-03-31 | $29k | 508 | 57.09 |
| 2020-12-31 | $25k | 508 | 49.21 |
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