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Invesco Defensive Equity Etf defensive eqty shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Invesco Defensive Equity Etf defensive eqty (POWA) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Invesco Defensive Equity Etf defensive eqty

Tip: Access up to 7 years of quarterly data

All positions including Invesco Defensive Equity Etf defensive eqty held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Defensive Equity Etf defensive eqty by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $439k 5.6k 78.51
2023-12-31 $419k 5.8k 72.37
2023-09-30 $380k 5.8k 65.52
2023-06-30 $401k 5.8k 69.25
2023-03-31 $390k 5.8k 67.29
2022-12-31 $385k 5.8k 66.51
2022-09-30 $349k 5.8k 60.22
2022-06-30 $369k 5.8k 63.68

More positions owned by Castle Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Matthews Asia Fds Emerging Markets (MEMX)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

Top funds holding Invesco Defensive Equity Etf defensive eqty

LPL Financial
Mercer Global Advisors
Envestnet Asset Management
Creative Planning
Monticello Wealth Management
Commonwealth Equity Services
Kestra Advisory Services
Morgan Stanley
Delos Wealth Advisors
Bank of America Corporation
Jaffetilchin Investment Partners
Advisor Group Holdings
Pacific Sun Financial Corp
Capital Investment Advisory Services
Raymond James Financial Services Advisors

View all funds holding Invesco Defensive Equity Etf defensive eqty