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Invesco Dynamic Large etf - e shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 2.6k 125.42
2025-06-30 $296k 2.5k 117.44
2025-03-31 $431k 4.5k 96.04
2024-12-31 $475k 4.7k 101.74
2024-09-30 $446k 4.5k 98.68
2024-06-30 $360k 3.8k 94.45
2024-03-31 $284k 3.2k 89.29

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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