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Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity shares owned by Willner & Heller

Quarter-by-quarter ownership of Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity (RZG) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller investment in Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity held by Willner & Heller consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity by Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $511k 11k 45.54
2022-12-31 $428k 3.7k 116.51
2022-09-30 $402k 3.6k 110.20
2022-06-30 $417k 3.6k 114.94
2022-03-31 $600k 3.6k 166.57
2021-12-31 $575k 3.6k 159.68

More positions owned by Willner & Heller

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Cathay General Ban (CATY)
Amazon (AMZN)
UnitedHealth (UNH)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Abbvie (ABBV)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Willner & Heller

Top funds holding Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity

CWM
Twelve Points Wealth Management
Hanson McClain Advisors
Investors Research Corp
Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Cambridge Investment Research Advisors
Berger Financial Group
Royal Bank of Canada
Pacific Sun Financial Corp
Gts Securities
Willner & Heller
UBS Group
Purus Wealth Management

View all funds holding Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity