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Invesco Exchange Traded Fd T dynmc lrg valu shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dynmc lrg valu (PWV) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management 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 Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T dynmc lrg valu by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $934k 14k 65.21
2025-06-30 $890k 14k 62.14
2025-03-31 $870k 15k 59.51
2024-12-31 $831k 15k 56.88
2024-09-30 $855k 15k 58.32
2024-06-30 $806k 15k 55.04
2024-03-31 $832k 15k 56.68
2023-12-31 $745k 15k 50.74
2023-09-30 $687k 15k 46.80
2023-06-30 $684k 15k 46.63
2023-03-31 $663k 15k 45.28
2022-12-31 $701k 15k 47.06
2022-09-30 $620k 15k 41.68
2022-06-30 $631k 15k 43.67
2022-03-31 $710k 15k 48.90
2021-12-31 $708k 15k 48.73
2021-09-30 $645k 15k 44.45
2021-06-30 $643k 15k 44.38
2021-03-31 $618k 15k 42.67
2020-12-31 $558k 15k 38.57
2020-09-30 $475k 14k 34.03
2020-06-30 $468k 14k 33.56
2020-03-31 $426k 14k 30.10
2019-12-31 $622k 622 1000.00
2019-09-30 $576k 15k 38.31
2019-06-30 $554k 15k 36.84
2019-03-31 $547k 15k 35.44
2018-12-31 $504k 15k 32.65

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Axon Enterprise (AXON)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Lam Research Corp Com New (LRCX)
Costco Wholesale Corporation (COST)
Goldman Sachs (GS)
United Rentals (URI)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Broadcom (AVGO)

View all positions for Institute For Wealth Management

Top funds holding Invesco Exchange Traded Fd T dynmc lrg valu

Morgan Stanley
LPL Financial
Pnc Financial Services
Commonwealth Equity Services
UBS Group
Raymond James Financial
IAG Wealth Partners
Atlas Private Wealth Advisors
Envestnet Asset Management
Wharton Business Group
Wells Fargo & Company
Fundamentun
Cullen Frost Bankers
Kestra Advisory Services
Royal Bank of Canada

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