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Invesco Exchng Trad Slf Inde shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Invesco Exchng Trad Slf Inde (BSCW) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Invesco Exchng Trad Slf Inde

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All positions including Invesco Exchng Trad Slf Inde held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Trad Slf Inde by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 2.6k 20.88
2025-06-30 $53k 2.6k 20.60
2025-03-31 $52k 2.6k 20.37

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Invesco Exchng Trad Slf Inde

Aptus Capital Advisors
Morgan Stanley
Raymond James Financial
LPL Financial
Wells Fargo & Company
Union Bankshares
Motley Fool Wealth Management
Sterling Financial Group
Invesco
Baird Financial
Hengehold Capital Management
UBS Group
Vishria Bird Financial Group
Foronjy Financial
Gill Capital Partners

View all funds holding Invesco Exchng Trad Slf Inde