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Invesco Exchng Traded Fd Tr shares owned by Walled Lake Planning & Wealth Management

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

Historical chart of Walled Lake Planning & 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 Walled Lake Planning & 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 Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $539k 9.8k 54.84
2025-12-31 $598k 11k 55.57
2025-09-30 $569k 11k 53.99

More positions owned by Walled Lake Planning & Wealth Management

Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
WisdomTree US Multifactor Us Multifactor (USMF)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Fidelity Enhanced Mid Cap Enhanced Mid (FMDE)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Apple (AAPL)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Altria (MO)
Gilead Sciences (GILD)
Lockheed Martin Corporation (LMT)

View all positions for Walled Lake Planning & Wealth Management

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