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Invesco exchange traded shares owned by Hartland & Co

Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Hartland & Co from 13F filings

Historical chart of Hartland & Co investment in Invesco exchange traded

Tip: Access up to 7 years of quarterly data

All positions including Invesco exchange traded held by Hartland & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco exchange traded by Hartland & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $37k 500 74.89
2025-06-30 $36k 500 70.96
2025-03-31 $35k 500 70.01
2024-12-31 $35k 500 69.12
2024-09-30 $36k 500 71.86
2024-06-30 $33k 500 65.48

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs Put Option (Principal) (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Hartland & Co

Top funds holding Invesco exchange traded

Raymond James Financial
Tower Research Capital
LPL Financial
Del-Sette Capital Management
Aspire Growth Partners
Oxford Financial
Susquehanna International
HBK Sorce Advisory
CWM
Hrt Financial
Total Wealth Planning & Management
MGB Wealth Management
Citadel Advisors
UBS Group
Morey & Quinn Wealth Partners

View all funds holding Invesco exchange traded