Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Invesco S&p 500 Equal Weight Etf shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Invesco S&p 500 Equal Weight Etf (RSP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Invesco S&p 500 Equal Weight Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Equal Weight Etf held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p 500 Equal Weight Etf by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $811k 4.5k 179.16
2024-06-30 $744k 4.5k 164.28
2024-03-31 $726k 4.3k 169.37
2023-09-30 $617k 4.4k 141.71
2023-06-30 $700k 4.7k 149.65
2023-03-31 $676k 4.7k 144.63
2022-12-31 $661k 4.7k 141.26
2022-09-30 $595k 4.7k 127.25
2022-06-30 $628k 4.7k 134.30
2022-03-31 $811k 5.1k 157.66
2021-12-31 $776k 4.8k 162.68
2021-09-30 $375k 2.5k 150.00
2021-06-30 $377k 2.5k 150.80
2021-03-31 $361k 2.6k 141.51
2020-12-31 $319k 2.5k 127.60
2020-09-30 $232k 2.1k 107.96
2020-06-30 $275k 2.7k 101.85
2020-03-31 $1.3M 15k 84.00
2019-12-31 $83M 2.9M 28.52
2019-09-30 $60M 556k 108.08
2019-06-30 $59M 544k 107.80
2019-03-31 $56M 535k 104.44
2018-12-31 $51M 561k 91.40
2018-09-30 $51M 480k 106.81
2018-06-30 $48M 470k 101.89

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Victory Portfolios Ii Shares Free Cash (VFLO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alps Etf Tr Smith Core Plus (SMTH)
Visa Com Cl A (V)
Meta Platforms Cl A (META)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Invesco S&p 500 Equal Weight Etf

Morgan Stanley
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Goldman Sachs Group
Invesco
Branch Banking & Trust Company
Wells Fargo & Company
Jpmorgan Chase & Co
LPL Financial
Keybank National Association
Junto Capital Management
Royal Bank of Canada
Susquehanna International
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Invesco S&p 500 Equal Weight Etf