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Invesco Dynamic shares owned by CWM

Quarter-by-quarter ownership of Invesco Dynamic (PXJ) shares owned by CWM from 13F filings

Historical chart of CWM investment in Invesco Dynamic

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All positions including Invesco Dynamic held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Dynamic by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 828 27.78
2025-06-30 $20k 828 24.15
2025-03-31 $21k 828 25.36

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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