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Invesco Exchng Traded Fd Tr shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr (IDMO) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $905k 17k 54.84
2025-12-31 $912k 16k 55.57

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Invesco Exchng Traded Fd Tr

LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
SHP Wealth Management
Great Valley Advisor Group
Raymond James Financial
Equitable Holdings
Commonwealth Equity Services
Charles Schwab Investment Management
Adamsbrown Wealth Consultants
Cambridge Investment Research Advisors
RFG Advisory
HighTower Advisors
Envestnet Asset Management
Drake & Associates

View all funds holding Invesco Exchng Traded Fd Tr