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Invesco Exchange Traded Fd T russel 200 eql shares owned by Halpern Financial

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T russel 200 eql (EQWL) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Invesco Exchange Traded Fd T russel 200 eql

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All positions including Invesco Exchange Traded Fd T russel 200 eql held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T russel 200 eql by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $120k 1.3k 93.70
2023-12-31 $111k 1.3k 87.10
2023-09-30 $100k 1.3k 78.56
2023-06-30 $104k 1.3k 81.46
2023-03-31 $100k 1.3k 78.04
2022-12-31 $95k 1.3k 74.86
2022-09-30 $85k 1.3k 66.43
2022-06-30 $91k 1.3k 71.37
2022-03-31 $106k 1.3k 83.30
2021-12-31 $110k 1.3k 86.36
2021-09-30 $102k 1.3k 80.09
2021-06-30 $103k 1.3k 80.58
2021-03-31 $96k 1.3k 75.23
2020-12-31 $87k 1.3k 68.53
2020-09-30 $76k 1.3k 59.90
2020-06-30 $72k 1.3k 56.40
2020-03-31 $75k 1.6k 47.81
2019-12-31 $97k 1.6k 61.66

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Invesco Exchange Traded Fd T russel 200 eql

Fiduciary Planning
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Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
H D Vest Advisory Services
First National Trust Company
Commonwealth Equity Services
ICA Group Wealth Management
UBS Group
Able Wealth Management
PCG Wealth Advisors
Merit Financial Group

View all funds holding Invesco Exchange Traded Fd T russel 200 eql