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Invesco Exchng Traded Fd Tr shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted 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 Rooted 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 317k 54.35

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

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