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Invesco Dynamic Large etf - e shares owned by Ullmann Financial

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

Historical chart of Ullmann 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 Ullmann 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 Ullmann Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 26k 98.68
2024-03-31 $2.3M 26k 89.29
2023-12-31 $2.0M 26k 77.70
2023-09-30 $1.8M 26k 67.79
2023-06-30 $1.8M 26k 70.62
2023-03-31 $1.7M 26k 64.98
2022-12-31 $1.5M 26k 59.74
2022-09-30 $1.5M 26k 56.93
2022-06-30 $1.5M 26k 58.68
2022-03-31 $1.8M 26k 72.23
2021-12-31 $2.1M 26k 80.79
2021-09-30 $1.9M 26k 74.03
2021-06-30 $1.9M 26k 74.47
2021-03-31 $1.8M 26k 68.06
2020-12-31 $1.8M 26k 67.57
2020-09-30 $1.6M 26k 61.90
2020-06-30 $1.4M 26k 54.78
2020-03-31 $1.1M 26k 43.72
2019-12-31 $1.6M 32k 51.39
2019-09-30 $1.6M 33k 48.33
2019-06-30 $1.6M 34k 48.35
2019-03-31 $1.6M 34k 47.46
2018-12-31 $1.4M 33k 41.47
2018-09-30 $1.6M 34k 48.23
2018-06-30 $1.5M 34k 44.97

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares U S Etf Tr Blackrock Short (MEAR)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Ullmann Financial

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