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Invesco Exchange Traded Fd T s&p500 eql fin shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T s&p500 eql fin (RSPF) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in Invesco Exchange Traded Fd T s&p500 eql fin

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T s&p500 eql fin held by One Charles Private Wealth Services 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 eql fin by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $255k 4.3k 58.60
2023-09-30 $224k 4.4k 50.69
2023-06-30 $226k 4.4k 51.21

More positions owned by One Charles Private Wealth Services

Acv Auctions Com Cl A (ACVA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Listed Fd Tr Horizon Kinetics (INFL)
Texas Pacific Land Corp (TPL)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Technology (XLK)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Communication (XLC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for One Charles Private Wealth Services

Top funds holding Invesco Exchange Traded Fd T s&p500 eql fin

Bank of America Corporation
Kestra Advisory Services
Joseph P. Lucia & Associates
Davis Investment Partners
SignalPoint Asset Management
Allen Capital Group
Private Advisor
UBS Group
Yoder Wealth Management
ForthRight Wealth Management
Wells Fargo & Company
Advisor Group Holdings
Arkansas Financial
Focus Financial Network
FRG Family Wealth Advisors

View all funds holding Invesco Exchange Traded Fd T s&p500 eql fin