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Invesco Exchange Traded Fd T s&p mdcp400 pr shares owned by Willner & Heller

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

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $520k 13k 41.26
2022-12-31 $448k 2.5k 179.08
2022-09-30 $416k 2.5k 166.87
2022-06-30 $406k 2.5k 163.25
2022-03-31 $579k 2.5k 230.59
2021-12-31 $569k 2.6k 220.54

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View all positions for Willner & Heller

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

LPL Financial
Twelve Points Wealth Management
Coldstream Capital Management
New England Private Wealth Advisors
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
UBS Group
Cambridge Investment Research Advisors
Wells Fargo & Company
Ameritas Advisory Services

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