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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Betterment

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

Historical chart of Betterment investment in Invesco Exchng Traded Fd Tr calif amt mun

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All positions including Invesco Exchng Traded Fd Tr calif amt mun held by Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2025-12-31 $343k 14k 24.15
2022-03-31 $556k 22k 25.82

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Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Index Fds Mcap Vl Idxvip (VOE)
JP Morgan Ultra Shrt Etf (JPST)

View all positions for Betterment

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

Wealthfront Advisers
Mercer Global Advisors
Gerber Kawasaki Wealth & Investment Management
Stratos Wealth Partners
Syon Capital
Miracle Mile Advisors
EP Wealth Advisors
Guggenheim Capital, LLC Managers
LPL Financial
First Foundation Advisors
First American Trust
Jpmorgan Chase & Co
Jane Street
Wells Fargo & Company
Mariner Wealth Advisors

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