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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Atlas Legacy Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by Atlas Legacy Advisors from 13F filings

Historical chart of Atlas Legacy Advisors 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 Atlas Legacy Advisors 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 Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $594k 25k 23.92
2025-06-30 $412k 18k 23.34
2025-03-31 $11M 445k 23.94
2024-12-31 $11M 449k 24.70

More positions owned by Atlas Legacy Advisors

Ishares Tr U.s. Tech Etf (IYW)
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Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Apple (AAPL)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)

View all positions for Atlas Legacy Advisors

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Wealthfront Advisers
Mercer Global Advisors
Gerber Kawasaki Wealth & Investment Management
Miracle Mile Advisors
Stratos Wealth Partners
Syon Capital
EP Wealth Advisors
Morgan Stanley
LPL Financial
First Foundation Advisors
Goldman Sachs Group
Guggenheim Capital, LLC Managers
Jane Street
Pure Financial Advisors
First American Trust

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