Invesco Exchng Traded Fd Tr ftse rafi sml shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr ftse rafi sml (PDN) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Invesco Exchng Traded Fd Tr ftse rafi sml
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr ftse rafi sml by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $265k | 8.1k | 32.88 |
| 2023-09-30 | $238k | 8.1k | 29.54 |
| 2023-06-30 | $249k | 8.1k | 30.80 |
| 2023-03-31 | $260k | 8.4k | 31.01 |
| 2022-12-31 | $248k | 8.4k | 29.62 |
| 2022-09-30 | $214k | 8.4k | 25.57 |
| 2022-06-30 | $244k | 8.4k | 29.16 |
| 2022-03-31 | $289k | 8.4k | 34.53 |
| 2021-12-31 | $351k | 9.5k | 36.82 |
| 2021-09-30 | $358k | 9.5k | 37.55 |
| 2021-06-30 | $378k | 9.9k | 38.32 |
| 2019-12-31 | $225k | 7.0k | 31.97 |
| 2019-09-30 | $207k | 7.0k | 29.41 |
| 2019-06-30 | $210k | 7.0k | 29.84 |
| 2019-03-31 | $210k | 7.0k | 29.84 |
| 2018-12-31 | $201k | 7.3k | 27.62 |
| 2018-09-30 | $238k | 7.3k | 32.71 |
| 2018-06-30 | $241k | 7.3k | 33.12 |
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