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Invesco Exchange Traded Fd T dynmc lrg valu shares owned by Sims Investment Management

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

Historical chart of Sims Investment 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 Sims Investment 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 Sims Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 2.7k 75.77

More positions owned by Sims Investment Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Global X Fds Nasdaq 100 Cover (QYLD)
John Hancock Exchange Traded Multifactr Sml (JHSC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds S&p 500 Covered (XYLD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard Index Fds Value Etf (VTV)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Uber Technologies (UBER)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Sims Investment Management

Top funds holding Invesco Exchange Traded Fd T dynmc lrg valu

Morgan Stanley
LPL Financial
Bank of America Corporation
Raymond James Financial
Pnc Financial Services
Arkadios Wealth Advisors
UBS Group
IAG Wealth Partners
Commonwealth Equity Services
Atlas Private Wealth Advisors
Warren Averett Asset Management
Fundamentun
SPWM Advisors
Envestnet Asset Management
Advisor Group Holdings

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