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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management 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 Axxcess Wealth Management 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 9.7k 25.08
2024-06-30 $289k 12k 24.67
2024-03-31 $608k 24k 24.87

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Miracle Mile Advisors
First Foundation Advisors
Stratos Wealth Partners
Envestnet Asset Management
Gerber Kawasaki Wealth & Investment Management
Bank of America Corporation
EP Wealth Advisors
Morgan Stanley
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
Affinity Capital Advisors
Mariner Wealth Advisors
Hanson McClain Advisors
First American Trust

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