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Invesco Dynamic shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Invesco Dynamic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Dynamic by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $466k 11k 41.45
2024-06-30 $292k 9.1k 31.96
2024-03-31 $286k 9.0k 31.76
2023-12-31 $235k 8.2k 28.69

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Vanguard Index Fds Value Etf (VTV)
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J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for Private Advisor

Top funds holding Invesco Dynamic

Goldman Sachs Group
Prospera Financial Services
Comprehensive Financial Consultants Institutional
LPL Financial
Private Advisor
Leucadia National Corporation
Fulcrum Equity Management
Two Sigma Investments
Commonwealth Equity Services
MinichMacGregor Wealth Management
Cambridge Investment Research Advisors
Western Financial Corp
Sound Income Strategies
HighMark Wealth Management
CWM

View all funds holding Invesco Dynamic