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Invesco Exchange Traded Fd T dynmc lrg valu shares owned by SimpliFi

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

Historical chart of SimpliFi 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 SimpliFi 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 SimpliFi

Quarter filed Position value Share count Share price at filing
2024-03-31 $498k 8.8k 56.68
2023-12-31 $518k 11k 46.80
2023-09-30 $518k 11k 46.80
2023-06-30 $541k 12k 46.63
2023-03-31 $9.2M 204k 45.28
2022-12-31 $9.6M 205k 47.06
2022-09-30 $9.0M 216k 41.65
2022-06-30 $9.3M 213k 43.65
2022-03-31 $10M 212k 48.90
2021-12-31 $11M 218k 48.75

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Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Specialized Funds Div App Etf (VIG)
Etf Ser Solutions Distillate Us (DSTL)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for SimpliFi

Top funds holding Invesco Exchange Traded Fd T dynmc lrg valu

Bank of America Corporation
UBS Group
Pnc Financial Services
Atlas Private Wealth Advisors
Advisor Group Holdings
Wharton Business Group
Raymond James Financial Services Advisors
Cullen Frost Bankers
Royal Bank of Canada
Captrust Financial Advisors
Arkadios Wealth Advisors
Ullmann Financial
Wells Fargo & Company
Kestra Advisory Services
Commonwealth Equity Services

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