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Invesco Smcp Val Y mutual fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Invesco Smcp Val Y mutual fund (VSMIX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Invesco Smcp Val Y mutual fund

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All positions including Invesco Smcp Val Y mutual fund held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Smcp Val Y mutual fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $25k 835 29.94

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Vanguard Dividend Appreciation Index Fund Etf Shares Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Vanguard Ultra-short Treasury Etf Uit Exchange Traded (VGUS)
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Uit Exchange Traded (VEU)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Total Stock Market Index Fund Etf Shares Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Walmart Common Stock (WMT)
Dimensional Core Fixed Income Etf Uit Exchange Traded (DFCF)
Dimensional U.s. Equity Market Etf Uit Exchange Traded (DFUS)
Proshares S&p 500 Dividend Aristocrats Etf Uit Exchange Traded (NOBL)
Johnson & Johnson Common Stock (JNJ)
Williams Sonoma Common Stock (WSM)
The Coca-cola Common Stock (KO)

View all positions for Coston, McIsaac & Partners

Top funds holding Invesco Smcp Val Y mutual fund

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