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Invesco Dynamic shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Invesco Dynamic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Dynamic by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $972k 34k 28.91
2024-06-30 $2.2M 32k 68.03

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Allianzim Us Lrg (AUGW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Stewart Information Services Corporation (STC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

Top funds holding Invesco Dynamic

HighTower Advisors
Morgan Stanley
LPL Financial
Nilsine Partners
Outlook Wealth Advisors
Stifel Financial
Citadel Advisors
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