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Invesco Exchange Traded Fd T rusel mdcp eql shares owned by Concentrum Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ) shares owned by Concentrum Wealth Management from 13F filings

Historical chart of Concentrum Wealth Management investment in Invesco Exchange Traded Fd T rusel mdcp eql

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T rusel mdcp eql held by Concentrum 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 rusel mdcp eql by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 22k 110.04
2023-12-31 $1.8M 20k 88.71
2023-09-30 $729k 9.0k 80.54
2023-06-30 $405k 5.0k 80.71

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
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Apple Stock (AAPL)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
Advanced Micro Devices Stock (AMD)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
Powershares Qqq Tr Etf (QQQ)
Microsoft Stock (MSFT)
First Trust Value Line Dividend Index Fund Etf (FVD)
Ishares Semiconductor Etf Etf (SOXX)
Adobe Sys Stock (ADBE)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)
Tesla Motors Stock (TSLA)
Spdr Index Shs Fds Dj Euro Stoxx 50 Etf Etf (FEZ)

View all positions for Concentrum Wealth Management

Top funds holding Invesco Exchange Traded Fd T rusel mdcp eql

Stifel Financial
Benjamin F. Edwards & Company
Commonwealth Equity Services
Edmond De Rothschild Holding
Syntegra Private Wealth Group
Advisor Group Holdings
Smith Anglin Financial
Raymond James Financial Services Advisors
Trilogy Capital
Global Assets Advisory
Bogart Wealth
Bank of America Corporation
Capital Planning Advisors
Eastern Bank
Cambridge Investment Research Advisors

View all funds holding Invesco Exchange Traded Fd T rusel mdcp eql