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Invesco Dynamic Large etf - e shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $82k 870 94.46
2024-03-31 $78k 870 89.29
2023-09-30 $59k 870 67.79
2023-06-30 $61k 870 70.62
2023-03-31 $57k 870 64.99

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Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis International Equity Etf Etf (AVDE)
Avantis U.s. Equity Etf Etf (AVUS)
Invesco Qqq Trust Series I Etf (QQQ)
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Apple Stock (AAPL)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Capital Group Dividend Value Etf Etf (CGDV)
Spdr Gold Minishares Trust Etf (GLDM)
Amazon Stock (AMZN)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Microsoft Corp Stock (MSFT)

View all positions for WR Wealth Planners

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