Invesco exchange traded shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Invesco exchange traded (FXF) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Invesco exchange traded
Tip: Access up to 7 years of quarterly data
All positions including Invesco exchange traded held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco exchange traded by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 3.5k | 111.22 |
| 2025-06-30 | $391k | 3.5k | 111.79 |
| 2025-03-31 | $351k | 3.5k | 100.37 |
| 2024-12-31 | $343k | 3.5k | 97.85 |
| 2024-09-30 | $368k | 3.5k | 105.03 |
| 2024-06-30 | $346k | 3.5k | 98.98 |
| 2024-03-31 | $345k | 3.5k | 98.65 |
| 2023-09-30 | $340k | 3.5k | 97.20 |
| 2023-06-30 | $348k | 3.5k | 99.46 |
| 2023-03-31 | $341k | 3.5k | 97.39 |
| 2022-12-31 | $338k | 3.5k | 96.51 |
| 2022-09-30 | $316k | 3.5k | 90.34 |
| 2022-06-30 | $328k | 3.5k | 93.77 |
| 2022-03-31 | $340k | 3.5k | 97.20 |
| 2021-12-31 | $345k | 3.5k | 98.63 |
| 2021-09-30 | $339k | 3.5k | 96.91 |
| 2021-06-30 | $342k | 3.5k | 97.77 |
| 2020-12-31 | $227k | 2.2k | 103.04 |
More positions owned by Wellspring Financial Advisors
View all positions for Wellspring Financial Advisors