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Invesco Exchange Traded Fd T s&p500 pur gwt shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Invesco Exchange Traded Fd T s&p500 pur gwt

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T s&p500 pur gwt held by Efficient Wealth Management 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&p500 pur gwt by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $38k 930 40.86
2024-09-30 $71k 1.8k 38.80
2024-06-30 $68k 1.8k 37.16
2024-03-31 $72k 1.9k 37.21
2023-12-31 $62k 1.9k 32.04
2023-09-30 $58k 1.9k 29.97
2023-06-30 $59k 387 152.45
2023-03-31 $58k 387 149.87
2022-12-31 $55k 387 142.12
2022-09-30 $56k 387 144.70
2022-06-30 $57k 387 147.29
2022-03-31 $71k 387 183.46
2021-12-31 $82k 387 211.89
2021-09-30 $75k 387 193.80
2021-06-30 $71k 387 183.46
2021-03-31 $113k 687 164.48
2020-12-31 $112k 687 163.03
2020-09-30 $97k 687 141.19
2020-06-30 $89k 687 129.55
2020-03-31 $69k 687 100.44

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

Top funds holding Invesco Exchange Traded Fd T s&p500 pur gwt

Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Financial Security Advisor
Marquette Asset Management
HighTower Advisors
Raymond James Financial
New England Private Wealth Advisors
One Capital Management
Commonwealth Equity Services
UBS Group
Creative Planning
Raymond James & Associates
Royal Bank of Canada

View all funds holding Invesco Exchange Traded Fd T s&p500 pur gwt