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Invesco Dynamic shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in Invesco Dynamic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Dynamic by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $31k 753 41.45

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
State Street Spdr S&p 500 Etf Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Johnson & Johnson Stock (JNJ)
Vanguard Growth Etf Etf (VUG)

View all positions for Plante Moran Financial 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