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Invesco Exchng Traded Fd Tr shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives 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 Planning Alternatives 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 Planning Alternatives

Quarter filed Position value Share count Share price at filing
2026-03-31 $27M 483k 54.84

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Esg Awr Msci Usa (ESGU)
NVIDIA Corporation (NVDA)

View all positions for Planning Alternatives

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