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Invesco Exchng Traded Fd Tr dwa smlcp ment shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr dwa smlcp ment (DWAS) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Invesco Exchng Traded Fd Tr dwa smlcp ment

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr dwa smlcp ment held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr dwa smlcp ment by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $232k 2.8k 83.79
2023-09-30 $77k 1.0k 75.11
2023-06-30 $3.2k 41 78.73

More positions owned by Cornerstone Planning Group

Invsc Qqq Trust Srs 1 Etf Iv Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR)
Ishares Morgstar Mid Capgro Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate Term Bond Etf Exchange Traded Fund (BIV)
Victory Ii Victorysharessrt Etf Iv Exchange Traded Fund (USTB)
Ishares Convertible Bondetf Exchange Traded Fund (ICVT)
Ishares High Yld Bnd Fctetf Exchange Traded Fund (HYDB)
1st Trst Long Shrt Exchange Traded Fund (FTLS)
Ft Emrging Mkts Sml Cap Alphadex Etf Exchange Traded Fund (FEMS)
Ishs Resi And Multi Realestate Etf Exchange Traded Fund (REZ)
Vanguard Mid Cap Value Etf Exchange Traded Fund (VOE)
First Trust Materials Alphadex Etf Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Invesco Exchng Traded Fd Tr dwa smlcp ment

Wealth Enhancement Advisory Services
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
Wells Fargo & Company
Cambridge Investment Research Advisors
UBS Group
CWM
HighMark Wealth Management
Private Advisor
Baird Financial
Prospera Financial Services
Janney Montgomery Scott
Money Concepts Capital Corp
Biondo Investment Advisors

View all funds holding Invesco Exchng Traded Fd Tr dwa smlcp ment