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Invesco Exchange Traded Fd T s&p mdcp400 pr shares owned by Ballast Advisors

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T s&p mdcp400 pr (RFG) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Invesco Exchange Traded Fd T s&p mdcp400 pr

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T s&p mdcp400 pr held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T s&p mdcp400 pr by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $36k 649 54.81
2020-03-31 $23k 205 112.20

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Top funds holding Invesco Exchange Traded Fd T s&p mdcp400 pr

Morgan Stanley
New England Private Wealth Advisors
LPL Financial
Coldstream Capital Management
Twelve Points Wealth Management
Wells Fargo & Company
Bank of America Corporation
Compton Wealth Advisory Group
Ameritas Advisory Services
Commonwealth Equity Services
Prosperity Consulting Group
UBS Group
Northwestern Mutual Wealth Management Company
KPP Advisory Services
Royal Bank of Canada

View all funds holding Invesco Exchange Traded Fd T s&p mdcp400 pr