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Invesco Exchange Traded Fd T s&p500 pur gwt shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners investment in Invesco Exchange Traded Fd T s&p500 pur gwt

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All positions including Invesco Exchange Traded Fd T s&p500 pur gwt held by Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $630k 13k 47.72
2025-06-30 $604k 13k 45.77
2025-03-31 $504k 13k 38.25
2024-12-31 $543k 13k 41.26
2024-09-30 $516k 13k 39.27
2024-06-30 $490k 13k 37.26
2024-03-31 $482k 13k 36.72
2023-12-31 $424k 13k 32.26
2023-09-30 $395k 13k 30.15
2023-06-30 $398k 2.6k 152.55
2023-03-31 $393k 2.6k 151.14
2022-12-31 $394k 2.6k 151.61
2022-09-30 $376k 2.6k 144.62
2022-06-30 $384k 2.6k 147.69
2022-03-31 $478k 2.6k 183.85
2021-12-31 $548k 2.6k 210.77
2021-09-30 $501k 2.6k 192.69
2021-06-30 $479k 2.6k 184.23
2021-03-31 $427k 2.6k 164.23
2020-12-31 $424k 2.6k 163.08
2020-09-30 $337k 2.6k 129.62
2020-06-30 $337k 2.6k 129.62
2020-03-31 $260k 2.6k 100.00
2019-12-31 $330k 2.6k 126.92
2019-09-30 $308k 2.6k 118.46
2019-06-30 $311k 2.6k 119.62
2019-03-31 $301k 2.6k 115.77
2018-12-31 $259k 2.6k 99.62
2018-09-30 $241k 2.1k 114.76
2018-06-30 $242k 2.1k 115.24

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

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

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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