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Invesco Exchng Traded Fd Tr s p smlcap qty shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s p smlcap qty (XSHQ) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Invesco Exchng Traded Fd Tr s p smlcap qty

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s p smlcap qty held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s p smlcap qty by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4M 136k 39.88

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Schwallier Wealth Management

Top funds holding Invesco Exchng Traded Fd Tr s p smlcap qty

New York Life Investment Management
Breakwater Capital Group
Schwallier Wealth Management
Foundry Financial Group
Commonwealth Equity Services
WJ Wealth Management
Perigon Wealth Management
Raymond James Financial Services Advisors
Good Life Advisors
DHJJ Financial Advisors
Beacon Financial Planning
Bank of America Corporation
Atria Wealth Solutions
Advisor Group Holdings
Thoroughbred Financial Services

View all funds holding Invesco Exchng Traded Fd Tr s p smlcap qty