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

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

Historical chart of WJ 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 WJ 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 69k 41.18
2023-12-31 $4.4M 110k 39.88

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec2026 (IBDR)
Harbor Etf Trust Long Term Grower (WINN)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for WJ 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