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Invesco exchange traded shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Invesco exchange traded (UPGD) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Invesco exchange traded

Tip: Access up to 7 years of quarterly data

All positions including Invesco exchange traded held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco exchange traded by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 3.6k 75.38
2025-06-30 $260k 3.6k 72.43
2025-03-31 $251k 3.6k 70.01

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

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