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Invesco Exchng Traded Fd Tr dwa smlcp ment shares owned by Trueblood Wealth Management

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr dwa smlcp ment (DWAS) shares owned by Trueblood Wealth Management from 13F filings

Historical chart of Trueblood Wealth Management 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 Trueblood 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 dwa smlcp ment by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 11k 91.29
2024-03-31 $918k 10k 90.91
2023-12-31 $846k 10k 83.79

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Chevron Corporation (CVX)
UnitedHealth (UNH)

View all positions for Trueblood Wealth Management

Top funds holding Invesco Exchng Traded Fd Tr dwa smlcp ment

Wealth Enhancement Advisory Services
Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
CWM
Cambridge Investment Research Advisors
HighMark Wealth Management
Envestnet Asset Management
Sanctuary Advisors
Private Advisor
Atria Investments

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