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Invesco Dynamic shares owned by Wellington Shields & Co

Quarter-by-quarter ownership of Invesco Dynamic (PXJ) shares owned by Wellington Shields & Co from 13F filings

Historical chart of Wellington Shields & Co investment in Invesco Dynamic

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All positions including Invesco Dynamic held by Wellington Shields & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Dynamic by Wellington Shields & Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $432k 10k 41.45

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Top funds holding Invesco Dynamic

HighTower Advisors
LPL Financial
Benjamin Edwards
Goldman Sachs Group
Nilsine Partners
Prospera Financial Services
Cambridge Investment Research Advisors
Envestnet Asset Management
Comprehensive Financial Consultants Institutional
Private Advisor
Independent Financial Group
Wellington Shields & Co
Fulcrum Equity Management
Two Sigma Investments
Commonwealth Equity Services

View all funds holding Invesco Dynamic