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Invesco Exchng Traded Fd Tr shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $277k 5.0k 55.57

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Top funds holding Invesco Exchng Traded Fd Tr

LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Great Valley Advisor Group
Charles Schwab Investment Management
Equitable Holdings
RFG Advisory
Adamsbrown Wealth Consultants
Citadel Advisors
Envestnet Asset Management
Advisor Group Holdings
Mml Investors Services
Raymond James Financial
CWM
Drake & Associates

View all funds holding Invesco Exchng Traded Fd Tr