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Invesco Dynamic Large etf - e shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Invesco Dynamic Large etf - e (PWB) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Invesco Dynamic Large etf - e

Tip: Access up to 7 years of quarterly data

All positions including Invesco Dynamic Large etf - e held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Dynamic Large etf - e by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 2.1k 125.42
2025-06-30 $241k 2.1k 117.44
2024-12-31 $209k 2.1k 101.74
2024-09-30 $203k 2.1k 98.68

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Invesco Dynamic Large etf - e

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Cambridge Investment Research Advisors
UBS Group
Act Wealth Management
Ameriprise Financial
Wharton Business Group
Garden State Investment Advisory Services
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Commonwealth Equity Services
Win Advisors
Baird Financial

View all funds holding Invesco Dynamic Large etf - e