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Invesco Dynamic Large etf - e shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment 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 Regal Investment 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 88k 125.42
2025-06-30 $10M 88k 117.44
2025-03-31 $8.4M 88k 96.04
2024-12-31 $8.7M 86k 101.74
2024-09-30 $8.0M 81k 98.68
2024-06-30 $7.0M 74k 94.45
2024-03-31 $6.3M 71k 89.29

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Regal Investment Advisors

Top funds holding Invesco Dynamic Large etf - e

LPL Financial
Morgan Stanley
Raymond James Financial
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