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Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp (PXE) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp

Tip: Access up to 7 years of quarterly data

All positions including Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 5.8k 35.80
2022-12-31 $247k 8.3k 29.58
2022-09-30 $335k 12k 27.55
2022-06-30 $1.0M 39k 25.68

More positions owned by National Wealth Management Group

T Rowe Price Etf Price Blue Chip (TCHP)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Inf Tech Etf (VGT)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for National Wealth Management Group

Top funds holding Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp

Bank of America Corporation
LPL Financial
One + One Wealth Management
Morris Retirement Advisors
Morgan Stanley
Great Valley Advisor Group
Cetera Investment Advisers
Private Advisor
Raymond James & Associates
Raymond James Financial Services Advisors
Commonwealth Equity Services
PCG Wealth Advisors
Essex Financial Services
Brookstone Capital Management
Cambridge Investment Research Advisors

View all funds holding Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp