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Invesco Exch Trd Slf Idx Fd cmn shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Invesco Exch Trd Slf Idx Fd cmn (IUS) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Invesco Exch Trd Slf Idx Fd cmn

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exch Trd Slf Idx Fd cmn held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exch Trd Slf Idx Fd cmn by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 25k 55.21
2025-06-30 $1.4M 26k 51.50
2025-03-31 $758k 15k 49.36
2024-12-31 $386k 7.8k 49.67

More positions owned by Breakwater Capital Group

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Faln Angls Usd (FALN)

View all positions for Breakwater Capital Group

Top funds holding Invesco Exch Trd Slf Idx Fd cmn

LPL Financial
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Intelligence Driven Advisers
CWM
Advisor Group Holdings
Raymond James Financial
Kestra Advisory Services
Merit Financial Group
Goldman Sachs Group
Arq Wealth Advisors
Lighthouse Wealth Management
Beacon Pointe Advisors
McIlrath & Eck
Prosperity Wealth Management
Mml Investors Services

View all funds holding Invesco Exch Trd Slf Idx Fd cmn