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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
2026-06-30 $1.6M 42k 38.55
2025-03-31 $1.1M 43k 25.64
2024-12-31 $902k 32k 27.86
2024-09-30 $972k 34k 28.91
2024-06-30 $2.2M 32k 68.03

More positions owned by Outlook Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)
NVIDIA Corporation (NVDA)
Ishares Tr High Yld Systm B (HYDB)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Msci Emg Mkt Etf (EEM)
Apple (AAPL)
Aim Etf Products Trust Allia Us May Etf (MAYW)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Outlook Wealth Advisors

Top funds holding Invesco Dynamic

LPL Financial
Raymond James Financial
Benjamin Edwards
Two Sigma Investments
Hrt Financial
Outlook Wealth Advisors
Royal Bank of Canada
Bank of America Corporation
Tower Research Capital
Susquehanna International
Cambridge Investment Research Advisors
Goldman Sachs Group
Prospera Financial Services
Cetera Investment Advisers
Comprehensive Financial Consultants Institutional

View all funds holding Invesco Dynamic