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Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue shares owned by Holistic Planning

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue (RWL) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 12k 114.50
2025-09-30 $1.4M 13k 110.66
2025-06-30 $1.4M 13k 104.29
2025-03-31 $1.2M 13k 99.34

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Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue

Invesco
LPL Financial
Ameriprise Financial
Vantagepoint Investment Advisers
Fusion Family Wealth
Hanson McClain Advisors
Advisor Group Holdings
Bank of New York Mellon
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
Jones Financial Companies, L.L
Kozak & Associates
UBS Group

View all funds holding Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue