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Invesco Exchng Traded Fd Tr rusel 1000 eql shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr rusel 1000 eql (EQAL) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Invesco Exchng Traded Fd Tr rusel 1000 eql

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr rusel 1000 eql held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr rusel 1000 eql by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $740k 17k 44.65
2024-03-31 $784k 17k 46.19

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Invesco Exchng Traded Fd Tr rusel 1000 eql

Stifel Financial
Bank of America Corporation
LPL Financial
Pnc Financial Services
Morgan Stanley
San Luis Wealth Advisors
Wick Capital Partners
Geneos Wealth Management
Wayne Hummer Investments
Longview Financial Advisors
Capital Advisors
Royal Bank of Canada
Davis Investment Partners
Envestnet Asset Management
SFE Investment Counsel

View all funds holding Invesco Exchng Traded Fd Tr rusel 1000 eql