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Invesco exchange traded shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Invesco exchange traded

Tip: Access up to 7 years of quarterly data

All positions including Invesco exchange traded held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco exchange traded by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 3.0k 71.86

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Invesco exchange traded

Raymond James Financial Services Advisors
Raymond James & Associates
Tower Research Capital
Citadel Advisors
Oxford Financial
HBK Sorce Advisory
LPL Financial
Susquehanna International
CWM
MGB Wealth Management
Flow Traders US
BBK Capital Partners
Yarger Wealth Strategies
Quad-Cities Investment Group
Lakeshore Financial Planning

View all funds holding Invesco exchange traded