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Invesco Exchng Traded Fd Tr s&p 500 enhncd shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 enhncd (SPVU) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Invesco Exchng Traded Fd Tr s&p 500 enhncd

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p 500 enhncd held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s&p 500 enhncd by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $276k 4.8k 57.09

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Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr Series Trust State Street Spd (BIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Invesco Exchng Traded Fd Tr s&p 500 enhncd

LPL Financial
Armbruster Capital Management
Invesco
Delta Wealth Advisors
Lee Munder Capital Group
Koss-Olinger Consulting
Arrowroot Family Office
Massmutual Trust
UBS Group
Sequent Planning
Envestnet Asset Management
Creative Financial Designs
Paragon Capital Management
Farther Finance Advisors
Streettalk Advisors

View all funds holding Invesco Exchng Traded Fd Tr s&p 500 enhncd