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

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

Historical chart of Shakespeare 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 Shakespeare 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 67k 47.72
2025-06-30 $3.2M 69k 45.77
2025-03-31 $2.7M 72k 38.25
2024-12-31 $3.3M 80k 41.26
2024-09-30 $3.2M 82k 39.27
2024-03-31 $3.5M 95k 36.72
2023-09-30 $3.4M 112k 30.15
2023-06-30 $24M 155k 152.56
2023-03-31 $24M 160k 151.14
2022-12-31 $23M 152k 151.61
2022-09-30 $21M 144k 144.56
2022-06-30 $21M 139k 148.70
2022-03-31 $23M 126k 185.52
2021-12-31 $25M 118k 210.82
2021-09-30 $22M 116k 193.60
2021-06-30 $23M 119k 197.05
2021-03-31 $20M 120k 164.27
2020-12-31 $19M 117k 162.93
2020-09-30 $17M 117k 141.64
2020-06-30 $15M 113k 129.49
2020-03-31 $12M 119k 100.14
2019-12-31 $15M 116k 126.78
2019-09-30 $14M 115k 118.43
2019-06-30 $14M 114k 119.45
2019-03-31 $13M 113k 115.72
2018-12-31 $11M 112k 99.65
2018-09-30 $15M 121k 120.26
2018-06-30 $14M 120k 114.76
2018-03-31 $13M 117k 109.78
2017-12-31 $12M 113k 104.68

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Vanguard Total Total Stk Mkt (VTI)

View all positions for Shakespeare Wealth Management

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

Morgan Stanley
Wells Fargo & Company
LPL Financial
Marquette Asset Management
Financial Security Advisor
Raymond James Financial
HighTower Advisors
New England Private Wealth Advisors
Advisor Group Holdings
UBS Group
Commonwealth Equity Services
Gimbal Financial
Creative Planning
Royal Bank of Canada
Jpmorgan Chase & Co

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