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Invesco Exchng Traded Fd Tr shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 208k 53.99
2025-06-30 $10M 199k 51.24

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Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding Invesco Exchng Traded Fd Tr

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

View all funds holding Invesco Exchng Traded Fd Tr