Invesco Exchng Traded Fd Tr calif amt mun shares owned by Creative Planning
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr calif amt mun (PWZ) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Invesco Exchng Traded Fd Tr calif amt mun
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr calif amt mun by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $494k | 20k | 25.08 |
| 2024-06-30 | $486k | 20k | 24.67 |
| 2024-03-31 | $490k | 20k | 24.87 |
| 2023-12-31 | $487k | 20k | 24.98 |
| 2023-09-30 | $803k | 34k | 23.47 |
| 2023-06-30 | $259k | 11k | 24.64 |
| 2023-03-31 | $260k | 11k | 24.77 |
| 2022-12-31 | $254k | 11k | 24.14 |
| 2022-09-30 | $252k | 11k | 23.21 |
| 2022-06-30 | $343k | 14k | 24.33 |
| 2022-03-31 | $767k | 30k | 25.78 |
| 2021-09-30 | $440k | 16k | 27.78 |
| 2021-06-30 | $445k | 16k | 28.10 |
| 2021-03-31 | $424k | 15k | 27.64 |
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