Invesco Exchng Traded Fd Tr fndmntl hy crp shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Invesco Exchng Traded Fd Tr fndmntl hy crp
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr fndmntl hy crp by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $70k | 3.9k | 18.13 |
| 2023-12-31 | $70k | 3.9k | 18.13 |
| 2023-09-30 | $65k | 3.8k | 17.08 |
| 2023-06-30 | $92k | 5.3k | 17.48 |
| 2023-03-31 | $264k | 15k | 17.51 |
| 2022-12-31 | $290k | 17k | 17.12 |
| 2022-09-30 | $293k | 18k | 16.43 |
| 2022-06-30 | $321k | 19k | 16.82 |
| 2022-03-31 | $1.0M | 56k | 18.36 |
| 2021-12-31 | $1.2M | 63k | 19.39 |
| 2021-09-30 | $1.4M | 72k | 19.48 |
| 2021-06-30 | $1.5M | 76k | 19.54 |
| 2021-03-31 | $2.2M | 114k | 19.35 |
| 2020-12-31 | $2.2M | 114k | 19.49 |
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