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Invesco Exchange Traded Fd T s&p mdcp400 pr shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T s&p mdcp400 pr (RFG) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Invesco Exchange Traded Fd T s&p mdcp400 pr

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T s&p mdcp400 pr held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T s&p mdcp400 pr by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $63k 1.5k 41.26
2023-09-30 $60k 1.5k 39.19
2023-06-30 $55k 305 180.34
2023-03-31 $56k 305 183.14
2022-12-31 $55k 305 179.09
2022-09-30 $51k 305 167.21
2022-06-30 $50k 305 163.93
2022-03-31 $62k 305 203.28
2021-12-31 $70k 305 229.51
2021-09-30 $67k 305 219.67
2021-06-30 $69k 305 226.23
2021-03-31 $67k 305 219.67
2020-12-31 $62k 305 203.28
2020-09-30 $51k 305 167.21
2020-06-30 $46k 305 150.82
2020-03-31 $34k 305 111.48
2019-12-31 $31k 205 151.22
2019-09-30 $29k 205 141.46
2019-06-30 $30k 205 146.34
2019-03-31 $31k 205 151.22
2018-12-31 $27k 205 131.71
2018-09-30 $31k 188 164.89
2018-06-30 $30k 188 159.57

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Invesco Exchange Traded Fd T s&p mdcp400 pr

New England Private Wealth Advisors
Twelve Points Wealth Management
Coldstream Capital Management
Advisor Group Holdings
Christopher J. Hasenberg
Commonwealth Equity Services
Bank of America Corporation
EisnerAmper Wealth Management Corporate Benefits
Compton Wealth Advisory Group
Prosperity Consulting Group
Wells Fargo & Company
UBS Group
Cambridge Investment Research Advisors
Ameritas Advisory Services
Royal Bank of Canada

View all funds holding Invesco Exchange Traded Fd T s&p mdcp400 pr