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Invesco Dynamic Large etf - e shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 3.2k 125.42
2025-06-30 $355k 3.0k 117.44
2025-03-31 $251k 2.6k 96.04
2024-12-31 $268k 2.6k 101.74

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Price Blue Chip (TCHP)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for National Wealth Management Group

Top funds holding Invesco Dynamic Large etf - e

LPL Financial
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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