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Invesco Dynamic shares owned by Comprehensive Financial Consultants Institutional

Quarter-by-quarter ownership of Invesco Dynamic (PXJ) shares owned by Comprehensive Financial Consultants Institutional from 13F filings

Historical chart of Comprehensive Financial Consultants Institutional investment in Invesco Dynamic

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All positions including Invesco Dynamic held by Comprehensive Financial Consultants Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Dynamic by Comprehensive Financial Consultants Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $543k 20k 27.23
2025-06-30 $475k 20k 23.79

More positions owned by Comprehensive Financial Consultants Institutional

JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Home Depot (HD)
Eaton Corp SHS (ETN)
Marathon Petroleum Corp (MPC)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Johnson Ctls Intl SHS (JCI)
Abbvie (ABBV)
Motorola Solutions Com New (MSI)
Analog Devices (ADI)
Verizon Communications (VZ)

View all positions for Comprehensive Financial Consultants Institutional

Top funds holding Invesco Dynamic

Goldman Sachs Group
UBS Group
Comprehensive Financial Consultants Institutional
Prospera Financial Services
Tower Research Capital
Leucadia National Corporation
Morgan Stanley
LPL Financial
Citadel Advisors
IHT Wealth Management
HighMark Wealth Management
CWM
Advisor Group Holdings
Global Retirement Partners
Advisory Services Network

View all funds holding Invesco Dynamic