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Invesco Exchange Traded Fd T rusel mdcp eql shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Invesco Exchange Traded Fd T rusel mdcp eql

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T rusel mdcp eql held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T rusel mdcp eql by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 12k 110.05

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Invesco Exchange Traded Fd T rusel mdcp eql

Stifel Financial
Benjamin F. Edwards & Company
Commonwealth Equity Services
Smith Anglin Financial
Raymond James Financial Services Advisors
Assetmark
Trilogy Capital
Global Assets Advisory
Bogart Wealth
Bank of America Corporation
Capital Planning Advisors
Advisor Group Holdings
Cambridge Investment Research Advisors
Focus Financial Network
Focus Financial Network

View all funds holding Invesco Exchange Traded Fd T rusel mdcp eql