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Invesco Exchange Traded Fund T shares owned by Holistic Planning

Quarter-by-quarter ownership of Invesco Exchange Traded Fund T (PSP) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Invesco Exchange Traded Fund T

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fund T held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fund T by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $464k 6.7k 69.02
2025-06-30 $482k 7.0k 68.85
2025-03-31 $413k 6.5k 64.07

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Top funds holding Invesco Exchange Traded Fund T

Morgan Stanley
Touchstone Capital
Beacon Capital Management
LPL Financial
Endowment Wealth Management
Envestnet Asset Management
Wells Fargo & Company
Citadel Advisors
Aletheian Wealth Advisors
SRS Capital Advisors
Beta Wealth
Raymond James Financial
Traction Financial Partners
Apollon Wealth Management
Axxcess Wealth Management

View all funds holding Invesco Exchange Traded Fund T