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Invesco Dynamic Large etf - e shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial 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 Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $249k 1.5k 168.46

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Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Palantir Technologies Cl A (PLTR)
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Meta Platforms Cl A (META)
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Alphabet Cap Stk Cl C (GOOG)

View all positions for Kapstone Financial Advisors

Top funds holding Invesco Dynamic Large etf - e

LPL Financial
Morgan Stanley
Raymond James Financial
Bank of America Corporation
Ameriprise Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
Act Wealth Management
Center for Wealth Management Advisory
Garden State Investment Advisory Services
UBS Group
Wharton Business Group
Wells Fargo & Company
Commonwealth Equity Services
Goldman Sachs Group

View all funds holding Invesco Dynamic Large etf - e