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Invesco exchange traded shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Invesco exchange traded (FXF) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Invesco exchange traded

Tip: Access up to 7 years of quarterly data

All positions including Invesco exchange traded held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco exchange traded by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 16k 105.04
2024-06-30 $1.6M 16k 98.99
2024-03-31 $1.8M 18k 98.67
2023-12-31 $2.4M 22k 105.78
2023-09-30 $2.9M 30k 97.20
2023-06-30 $3.1M 32k 99.46

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Invesco exchange traded

Susquehanna International
CIBC World Markets
Morgan Stanley
HighTower Advisors
Citadel Advisors
Wells Fargo & Company
Colony
CFG Asset Management
Captrust Financial Advisors
Flow Traders US
Simplex Trading
Transamerica Financial Advisors
NVWM
Napa Wealth Management
Commonwealth Equity Services

View all funds holding Invesco exchange traded