Beacon Financial Planning »

Invesco Exchange Traded Fd T russel 200 gwt shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T russel 200 gwt (SPGP) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Invesco Exchange Traded Fd T russel 200 gwt

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T russel 200 gwt held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange Traded Fd T russel 200 gwt by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 25k 104.67
2024-06-30 $2.7M 26k 102.78
2024-03-31 $2.4M 22k 106.49
2023-12-31 $1.6M 16k 98.04
2023-09-30 $993k 11k 91.24
2023-06-30 $236k 2.6k 90.79

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Vanguard Wellington Us Quality (VFQY)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding Invesco Exchange Traded Fd T russel 200 gwt

Morgan Stanley
LPL Financial
Raymond James Financial Services Advisors
Bank of America Corporation
Fifth Third Bancorp
Retirement Planning Group
Northwestern Mutual Wealth Management Company
Silicon Valley Capital Partners
Envestnet Asset Management
Cambridge Investment Research Advisors
Raymond James & Associates
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Stifel Financial

View all funds holding Invesco Exchange Traded Fd T russel 200 gwt