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Invesco Exchange Traded Fd T rusel mdcp eql shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group 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 Forum Private Client Group 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 Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $965k 9.2k 104.97
2025-06-30 $824k 8.4k 98.24

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Forum Private Client Group

Top funds holding Invesco Exchange Traded Fd T rusel mdcp eql

LPL Financial
Morgan Stanley
Vantagepoint Investment Advisers
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Cetera Investment Advisers
Raymond James Financial
Commonwealth Equity Services
Jones Financial Companies, L.L
Wells Fargo & Company
Advisor Group Holdings
Colony
Stifel Financial
Cambridge Investment Research Advisors
Straightline Group

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