Beacon Financial Planning »

Invesco Exchng Traded Fd Tr shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr (IDMO) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Invesco Exchng Traded Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr held by Beacon Financial Planning 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 Exchng Traded Fd Tr by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $561k 9.3k 60.29

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Fundamental Intl (FNDF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Welltower Inc Com reit (WELL)
Ishares Tr Ishares Semicdtr (SOXX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Actively Managed Exc Total Return (GTO)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

View all positions for Beacon Financial Planning

Top funds holding Invesco Exchng Traded Fd Tr

LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
SHP Wealth Management
Raymond James Financial
Great Valley Advisor Group
Charles Schwab Investment Management
Sixth Street Partners Management Company
Equitable Holdings
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
Mml Investors Services
Envestnet Asset Management
Adamsbrown Wealth Consultants

View all funds holding Invesco Exchng Traded Fd Tr