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 csvQuarterly reported holdings in Invesco Actively Managed Etf by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 241k | 25.60 |
| 2025-06-30 | $6.0M | 234k | 25.63 |
| 2025-03-31 | $5.6M | 227k | 24.65 |
| 2024-12-31 | $6.1M | 239k | 25.65 |
| 2024-09-30 | $6.0M | 234k | 25.70 |