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Invesco Exchange Traded Fd T rusel mdcp eql shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors 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 Kingswood Wealth Advisors 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 24k 104.96
2025-06-30 $2.7M 28k 98.24
2025-03-31 $2.9M 32k 91.55
2024-12-31 $2.7M 27k 98.47
2024-09-30 $928k 9.0k 102.58

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

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