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Invesco Exchange Traded Fd T russel 200 eql shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T russel 200 eql (EQWL) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Invesco Exchange Traded Fd T russel 200 eql

Apr 2024May 2024Jun 2024Jul 2024Aug 2024Sep 2024Oct 2024880k900k920k940k91999,199.592009,200.59201
Value ($)Share countHistorical EQWL position of JFS Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T russel 200 eql held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T russel 200 eql by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $941k 9.2k 102.32
2024-06-30 $869k 9.2k 94.50
2024-03-31 $873k 9.2k 94.89

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Ishares Tr Core Us Aggbd Et (AGG)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T russel 200 eql

LPL Financial
Morgan Stanley
Cetera Investment Advisers
Bank of America Corporation
Fiduciary Planning
Bond & Devick Financial Network
Thrivent Financial for Lutherans
Prentice Wealth Management
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Raymond James Financial Services Advisors
H D Vest Advisory Services
Commonwealth Equity Services
Envestnet Asset Management
First National Trust Company

View all funds holding Invesco Exchange Traded Fd T russel 200 eql