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Marshall & Sterling Wealth Advisors »

Invesco Actively Managed Exc shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Invesco Actively Managed Exc (EFAA) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Invesco Actively Managed Exc

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managed Exc held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managed Exc by Marshall & Sterling Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$2.0M	39k	52.74

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)

Wisdomtree Us MF Closed and MF Open (DGRW)

Neos S&p MF Closed and MF Open (SPYI)

Vaneck Morningstar MF Closed and MF Open (MOAT)

Fidelity High MF Closed and MF Open (FDVV)

Vanguard Information MF Closed and MF Open (VGT)

Ishares Msci MF Closed and MF Open (GARP)

Invesco S&p MF Closed and MF Open (RWK)

Vanguard Mid MF Closed and MF Open (VO)

Tortoise North MF Closed and MF Open (TPYP)

Swan Hedged MF Closed and MF Open (HEGD)

Vanguard Growth MF Closed and MF Open (VUG)

Invesco S&p MF Closed and MF Open (IDMO)

Jpmorgan Hedged MF Closed and MF Open (HELO)

Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Invesco Actively Managed Exc

Raymond James Financial

Lee Johnson Capital Management

Jones Financial Companies, L.L

Steward Partners Investment Advisory

Prevail Innovative Wealth Advisors

Cetera Investment Advisers

UBS Group

Envestnet Asset Management

Mml Investors Services

Chicago Partners Investment

Lifestyle Asset Management

View all funds holding Invesco Actively Managed Exc

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