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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T russel 200 eql held by OakTrust 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 OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $830k 7.0k 118.16

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T russel 200 eql

LPL Financial
Cetera Investment Advisers
Ameriprise Financial
RFP Financial Group
Bond & Devick Financial Network
Altus Wealth Management
Advisor Group Holdings
Reicon Wealth Advisors
Raymond James Financial
Private Advisor
Thrivent Financial for Lutherans
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Northwestern Mutual Wealth Management Company
Prentice Wealth Management

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