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Invesco exchange traded shares owned by Sonoma Private Wealth

Quarter-by-quarter ownership of Invesco exchange traded (FXF) shares owned by Sonoma Private Wealth from 13F filings

Historical chart of Sonoma Private Wealth investment in Invesco exchange traded

Tip: Access up to 7 years of quarterly data

All positions including Invesco exchange traded held by Sonoma Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco exchange traded by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 16k 111.23
2025-06-30 $1.8M 16k 111.80
2025-03-31 $1.4M 14k 100.38

More positions owned by Sonoma Private Wealth

Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Sprott Asset Management Physical Gold Tr (PHYS)
Sprott Asset Management Physical Gold An (CEF)
Ishares Tr S&p 500 Val Etf (IVE)
Invesco Currencyshares Swiss Swiss Franc (FXF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Value Etf (VTV)
At&t (T)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Sonoma Private Wealth

Top funds holding Invesco exchange traded

Citadel Advisors
Morgan Stanley
Hengehold Capital Management
CIBC World Markets
Wells Fargo & Company
Raymond James Financial
HighTower Advisors
Wolverine Trading
MONECO Advisors
Ashton Thomas Private Wealth
CFG Asset Management
Transamerica Financial Advisors
Captrust Financial Advisors
Sonoma Private Wealth
David R. Rahn Inc. dba Avalon Capital Management

View all funds holding Invesco exchange traded