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

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

Historical chart of Heritage Oak 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 Heritage Oak 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $233k 4.8k 48.75

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

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

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

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