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Invesco Exchng Traded Fd Tr treas colaterl shares owned by Caldwell Trust

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr treas colaterl (TBLL) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Invesco Exchng Traded Fd Tr treas colaterl

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr treas colaterl held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr treas colaterl by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $415k 3.9k 105.55

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Invesco Exchng Traded Fd Tr treas colaterl

Invesco
RiverFront Investment Group
Envestnet Asset Management
Pnc Financial Services
Mercer Global Advisors
Advisor Group Holdings
LPL Financial
Morgan Stanley
Awm Capital
UBS Group
Wells Fargo & Company
CPR Investments
Miracle Mile Advisors
Brookstone Capital Management
Private Advisor

View all funds holding Invesco Exchng Traded Fd Tr treas colaterl