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

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

Historical chart of Regal 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 Regal Investment Advisors 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.0M 123k 56.88
2024-09-30 $6.5M 112k 58.32
2024-06-30 $5.5M 101k 55.04
2024-03-31 $5.5M 96k 56.68

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Abbvie (ABBV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Procter & Gamble Company (PG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Regal Investment Advisors

Top funds holding Invesco Exchange Traded Fd T dynmc lrg valu

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

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