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Invesco Dynamic shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Invesco Dynamic

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

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Quarterly reported holdings in Invesco Dynamic by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 114k 31.76
2023-09-30 $393k 13k 30.82

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Invesco Dynamic

HighTower Advisors
Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Raymond James & Associates
Raymond James Financial Services Advisors
Stifel Financial
Nilsine Partners
IHT Wealth Management
Cambridge Investment Research Advisors
Sprott
Hennion & Walsh Asset Management
CIBC World Markets
Prospera Financial Services

View all funds holding Invesco Dynamic