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Invesco Dynamic shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital Advisors investment in Invesco Dynamic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Dynamic by Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 4.9k 41.45

More positions owned by Fortis Capital Advisors

NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Spdr S&p 500 Etf Etf (SPY)
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)
Apple (AAPL)
Schwab Strategic Tr Etf (SCHF)
State Street SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)
Ishares Tr Etf (IVV)
Ishares Tr Etf (IJR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Etf (VO)
Ishares Etf (EMXC)

View all positions for Fortis Capital Advisors

Top funds holding Invesco Dynamic

HighTower Advisors
Bank of America Corporation
LPL Financial
Benjamin Edwards
Two Sigma Investments
Nilsine Partners
Prospera Financial Services
Goldman Sachs Group
Hennion & Walsh Asset Management
Cambridge Investment Research Advisors
Envestnet Asset Management
Comprehensive Financial Consultants Institutional
Independent Financial Group
Morgan Stanley
Private Advisor

View all funds holding Invesco Dynamic