Sar Wealth Management Group »

Invesco Exchange Traded Fd T russel 200 gwt shares owned by Sar Wealth Management Group

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T russel 200 gwt (SPGP) shares owned by Sar Wealth Management Group from 13F filings

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management Group 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 2.3k 106.49
2023-12-31 $230k 2.3k 98.04

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Select Divid Etf (DVY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Home Depot (HD)

View all positions for Sar Wealth Management Group

Top funds holding Invesco Exchange Traded Fd T russel 200 gwt

Morgan Stanley
LPL Financial
Envestnet Asset Management
Fifth Third Bancorp
Bank of America Corporation
Retirement Planning Group
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Silicon Valley Capital Partners
Thrivent Financial for Lutherans
Cambridge Investment Research Advisors
Wells Fargo & Company
Royal Bank of Canada
Kestra Advisory Services
Jpmorgan Chase & Co

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