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Invesco Exchng Traded Fd Tr shares owned by West Financial Advisors

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

Historical chart of West Financial 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 West Financial 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $146k 2.4k 60.29

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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
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Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Invesco Exchng Traded Fd Tr

LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
SHP Wealth Management
Raymond James Financial
Great Valley Advisor Group
Charles Schwab Investment Management
Equitable Holdings
Commonwealth Equity Services
Advisor Group Holdings
Adamsbrown Wealth Consultants
Cambridge Investment Research Advisors
RFG Advisory
HighTower Advisors
Envestnet Asset Management

View all funds holding Invesco Exchng Traded Fd Tr