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Invesco Dynamic shares owned by Evermay Wealth Management

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

Historical chart of Evermay Wealth Management investment in Invesco Dynamic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Dynamic by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5k 155 28.91
2024-06-30 $5.0k 155 31.96

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Evermay Wealth Management

Top funds holding Invesco Dynamic

HighTower Advisors
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Bank of America Corporation
Susquehanna International
Cambridge Investment Research Advisors
Prospera Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Prosperity Wealth Management
Brian McDonald

View all funds holding Invesco Dynamic