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Invesco Actively Managed Exc shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Invesco Actively Managed Exc (QBIG) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Invesco Actively Managed Exc

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managed Exc held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managed Exc by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-06-30 $16M 22k 716.77

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Usd Grn Bond Etf (BGRN)
Invesco Actively Managed Exc Invesco Top Qqq (QBIG)
Roundhill Etf Trust Mag Sev Cal Etf (MAGY)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Crowdstrike Hldgs Cl A (CRWD)
Schwab Strategic Tr Ultra Short Incm (SCUS)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA)
JPMorgan Chase & Co. (JPM)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding Invesco Actively Managed Exc

ATX Financial Planning
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY
Geneos Wealth Management
Summit Financial
Susquehanna International

View all funds holding Invesco Actively Managed Exc