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Invesco Main Street Mid Cap Y shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Invesco Main Street Mid Cap Y (OPMYX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Invesco Main Street Mid Cap Y

Tip: Access up to 7 years of quarterly data

All positions including Invesco Main Street Mid Cap Y held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Main Street Mid Cap Y by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $451k 13k 34.73
2024-06-30 $413k 13k 31.78
2024-03-31 $430k 13k 33.12
2023-09-30 $356k 13k 27.36
2023-06-30 $378k 13k 29.10
2023-03-31 $387k 14k 27.22
2022-12-31 $375k 14k 26.40
2022-09-30 $371k 15k 25.20
2022-06-30 $377k 15k 25.61
2022-03-31 $473k 16k 30.56
2021-12-31 $493k 16k 31.86
2021-09-30 $534k 15k 34.80
2021-06-30 $560k 16k 35.22
2021-03-31 $554k 16k 34.85

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Invesco Main Street Mid Cap Y

Encompass Wealth Advisors
Tucker Asset Management

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