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Invesco Exchange Traded Fd T dynmc lrg valu shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 4.9k 65.22
2025-06-30 $287k 4.6k 62.15

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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