Beacon Pointe Wealth Advisors »

Invesco Dynamic Large etf - e shares owned by Beacon Pointe Wealth Advisors

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

Historical chart of Beacon Pointe Wealth Advisors 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 Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Dynamic Large etf - e by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $564k 11k 51.41
2019-09-30 $549k 11k 48.36
2019-06-30 $549k 11k 48.41
2019-03-31 $523k 11k 47.54
2018-12-31 $476k 12k 41.40

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Invesco Dynamic Large etf - e

LPL Financial
Morgan Stanley
Raymond James & Associates
Bank of America Corporation
Cambridge Investment Research Advisors
Mercer Global Advisors
Wharton Business Group
Royal Bank of Canada
Wells Fargo & Company
Commonwealth Equity Services
Capital Investment Counsel
Envestnet Asset Management
Private Advisor
Goldman Sachs Group
Kestra Advisory Services

View all funds holding Invesco Dynamic Large etf - e