Concurrent Investment Advisors »

Invesco Exchange Traded Fd T dynmc lrg valu shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc lrg valu (PWV) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Invesco Exchange Traded Fd T dynmc lrg valu

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T dynmc lrg valu held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange Traded Fd T dynmc lrg valu by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 3.7k 58.32

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Invesco Exchange Traded Fd T dynmc lrg valu

Morgan Stanley
LPL Financial
Bank of America Corporation
Pnc Financial Services
Commonwealth Equity Services
IAG Wealth Partners
Atlas Private Wealth Advisors
Raymond James Financial Services Advisors
PFG Private Wealth Management
Wharton Business Group
Envestnet Asset Management
Wells Fargo & Company
Royal Bank of Canada
Rockefeller Capital Management
Cullen Frost Bankers

View all funds holding Invesco Exchange Traded Fd T dynmc lrg valu