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Invesco Dynamic shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management investment in Invesco Dynamic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Dynamic by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $421k 10k 41.44

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Wal-Mart Stores (WMT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr State Street Ene (XLE)
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Amazon (AMZN)

View all positions for Fulcrum Equity Management

Top funds holding Invesco Dynamic

Goldman Sachs Group
Comprehensive Financial Consultants Institutional
Prospera Financial Services
LPL Financial
Leucadia National Corporation
Fulcrum Equity Management
Two Sigma Investments
Cambridge Investment Research Advisors
Sound Income Strategies
HighMark Wealth Management
CWM
Advisor Group Holdings
Murphy, Middleton, Hinkle & Parker
Global Retirement Partners
UBS Group

View all funds holding Invesco Dynamic