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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 10k 23.92
2025-06-30 $239k 10k 23.34

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
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Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

Top funds holding Invesco Exchng Traded Fd Tr calif amt mun

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