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Invesco Exchange Traded Fd T dwa utils mumt shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dwa utils mumt (PUI) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Invesco Exchange Traded Fd T dwa utils mumt

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T dwa utils mumt held by Synergy Financial 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 dwa utils mumt by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 33k 47.01
2022-03-31 $5.7M 155k 36.68

More positions owned by Synergy Financial Management

Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Amphenol Corp Cl A (APH)
Anaptysbio Inc Common (ANAB)
Dolby Laboratories Com Cl A (DLB)

View all positions for Synergy Financial Management

Top funds holding Invesco Exchange Traded Fd T dwa utils mumt

LPL Financial
GFS Advisors
ROI Financial Advisors
Morgan Stanley
Synergy Financial Management
IMC-Chicago
Jones Financial Companies, L.L
Fifth Third Securities
Royal Bank of Canada
Capital Advisors
BCJ Capital Management
Bank of America Corporation
NWF Advisory Services
Susquehanna International
Two Sigma Investments

View all funds holding Invesco Exchange Traded Fd T dwa utils mumt