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Invesco Exchng Traded Fd Tr shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr (IDMO) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth 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 Marshall & Sterling Wealth 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 66k 54.84

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth 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