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Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in Invesco Exchng Traded Fd Tr fndmntl hy crp

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr fndmntl hy crp held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr fndmntl hy crp by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $433k 24k 18.13
2023-12-31 $549k 30k 18.13
2023-09-30 $630k 37k 17.08
2023-06-30 $675k 39k 17.48
2023-03-31 $702k 40k 17.51
2022-12-31 $7.6M 441k 17.12
2022-09-30 $646k 39k 16.42
2022-06-30 $676k 40k 16.85
2022-03-31 $806k 44k 18.37
2021-12-31 $6.5M 334k 19.42
2021-09-30 $6.9M 354k 19.48
2021-06-30 $6.5M 333k 19.58
2021-03-31 $7.3M 379k 19.37
2020-12-31 $14M 714k 19.44
2020-09-30 $16M 858k 18.54
2020-06-30 $11M 624k 18.10
2020-03-31 $8.1M 486k 16.58
2019-12-31 $10M 519k 19.26
2019-09-30 $5.1M 268k 19.03
2019-06-30 $5.6M 295k 18.95
2019-03-31 $4.5M 244k 18.65
2018-12-31 $4.2M 237k 17.67
2018-09-30 $5.2M 278k 18.53
2018-06-30 $4.6M 251k 18.29

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Northern Lts Fd Tr Iv Monarch Sel Subs
Northern Lts Fd Tr Iv Monarch Vol Fact
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Kingsview Wealth Management

Top funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp

Capital Advisors
Bank of New York Mellon
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Morgan Stanley
Envestnet Asset Management
Jane Street
Anfield Capital Management
Foundations Investment Advisors
MBL Wealth
Vantage Financial Partners
Ameriprise Financial
Revolve Wealth Partners
Alliance Wealth Management

View all funds holding Invesco Exchng Traded Fd Tr fndmntl hy crp