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Invesco Exchng Traded Fd Tr calif amt mun shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4k 393 23.92
2018-12-31 $11k 430 25.58

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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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