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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Invesco Exchng Traded Fd Tr calif amt mun

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr calif amt mun held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr calif amt mun by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 9.4k 23.87

More positions owned by Action Point Financial Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Action Point Financial Planning

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Wealthfront Advisers
Mercer Global Advisors
Gerber Kawasaki Wealth & Investment Management
Miracle Mile Advisors
Syon Capital
Bank of America Corporation
Guggenheim Capital, LLC Managers
EP Wealth Advisors
LPL Financial
Morgan Stanley
First Foundation Advisors
Pure Financial Advisors
Wells Fargo & Company
Robertson Stephens Wealth Management
First American Trust

View all funds holding Invesco Exchng Traded Fd Tr calif amt mun