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Invesco Exchng Traded Fd Tr kbw regl bkg shares owned by Bordeaux Wealth Advisors

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr kbw regl bkg (KBWR) shares owned by Bordeaux Wealth Advisors from 13F filings

Historical chart of Bordeaux Wealth Advisors investment in Invesco Exchng Traded Fd Tr kbw regl bkg

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr kbw regl bkg held by Bordeaux 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 kbw regl bkg by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $232k 4.2k 54.67

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NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
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Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Bordeaux Wealth Advisors

Top funds holding Invesco Exchng Traded Fd Tr kbw regl bkg

Bank of America Corporation
Brown Advisory Holdings Incorporated
Advisor Group Holdings
Raymond James Financial Services Advisors
Accredited Investors
UBS Group
Meritage Portfolio Management
Marble Harbor Investment Counsel
SOL Capital Management
Redmond Asset Management
H D Vest Advisory Services
First Financial Bank, N.A. - Trust Division
Private Advisor
Goldman Sachs Group
Citadel Advisors

View all funds holding Invesco Exchng Traded Fd Tr kbw regl bkg