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Invesco Exchng Trad Slf Inde shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Invesco Exchng Trad Slf Inde (BSCW) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Invesco Exchng Trad Slf Inde

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Trad Slf Inde held by Cherry Tree Wealth Management 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $317k 15k 20.97
2024-06-30 $303k 15k 20.02
2024-03-31 $306k 15k 20.25

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Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
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Spdr Ser Tr Bloomberg Invt (FLRN)
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Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding Invesco Exchng Trad Slf Inde

Morgan Stanley
Aptus Capital Advisors
Wells Fargo & Company
Raymond James & Associates
Eastern Bank
Union Bankshares
Motley Fool Wealth Management
Raymond James Financial Services Advisors
LPL Financial
Vishria Bird Financial Group
Sterling Financial Group
Bank of America Corporation
Invesco
Gill Capital Partners
Cookson, Peirce & Co

View all funds holding Invesco Exchng Trad Slf Inde