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

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

Historical chart of Genesis Wealth 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 Genesis Wealth 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 Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 5.6k 50.95
2025-06-30 $272k 5.6k 48.75
2025-03-31 $244k 5.6k 43.83
2024-12-31 $270k 5.6k 48.42

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Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Bloomberg Emergi (EBND)
Johnson & Johnson (JNJ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Genesis Wealth Advisors

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

Morgan Stanley
LPL Financial
New England Private Wealth Advisors
Coldstream Capital Management
Northwestern Mutual Wealth Management Company
Twelve Points Wealth Management
Wells Fargo & Company
UBS Group
Ameritas Advisory Services
Compton Wealth Advisory Group
Commonwealth Equity Services
Prosperity Consulting Group
Advisor Group Holdings
Susquehanna International
KPP Advisory Services

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