Rooted Wealth Advisors »

Invesco Actively Managed Etf shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Invesco Actively Managed Etf (ICLO) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Invesco Actively Managed Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managed Etf held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Actively Managed Etf by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 234k 25.70

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)

View all positions for Rooted Wealth Advisors

Top funds holding Invesco Actively Managed Etf

Elevatus Welath Management
Wealth Enhancement Advisory Services
LPL Financial
Rooted Wealth Advisors
Envestnet Asset Management
Knott David M Jr
Flagship Harbor Advisors
Kingsview Wealth Management
Mariner Wealth Advisors
Invesco
J.w. Cole Advisors
Jane Street
Bank of America Corporation
Flow Traders US
Advisor Group Holdings

View all funds holding Invesco Actively Managed Etf