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Invtr Eq D Di 15 B Etf - Jul shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Invtr Eq D Di 15 B Etf - Jul (DDFL) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Invtr Eq D Di 15 B Etf - Jul

Tip: Access up to 7 years of quarterly data

All positions including Invtr Eq D Di 15 B Etf - Jul held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invtr Eq D Di 15 B Etf - Jul by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 11k 20.54

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Quality Divrsfed (QINT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth Advisors

Top funds holding Invtr Eq D Di 15 B Etf - Jul

Commonwealth Equity Services
Harbour Investments
Southland Equity Partners
Sigma Planning
Berson & Corrado Investment Advisors
Welch Financial Planning
Diligent Investors
Farther Finance Advisors
Retirement Guys Formula
Goss Wealth Management
Cambridge Investment Research Advisors
Pensionmark Financial Group
Cetera Investment Advisers
Kfg Wealth Management
Silver Oak Securities

View all funds holding Invtr Eq D Di 15 B Etf - Jul