Invesco Exchange Traded Fd T s&p mdcp400 pr shares owned by Caldwell Trust
Quarter-by-quarter ownership of Invesco Exchange Traded Fd T s&p mdcp400 pr (RFG) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Invesco Exchange Traded Fd T s&p mdcp400 pr
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Quarterly reported holdings in Invesco Exchange Traded Fd T s&p mdcp400 pr by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $145k | 2.9k | 50.95 |
| 2021-12-31 | $131k | 570 | 230.52 |
| 2021-09-30 | $126k | 570 | 220.71 |
| 2021-06-30 | $129k | 570 | 226.56 |
| 2021-03-31 | $125k | 570 | 219.65 |
| 2020-12-31 | $116k | 570 | 202.67 |
| 2020-09-30 | $96k | 570 | 168.48 |
| 2020-06-30 | $86k | 570 | 150.43 |
| 2020-03-31 | $64k | 570 | 111.58 |
| 2019-12-31 | $87k | 570 | 153.20 |
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