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Invesco Exchange Traded Fd T rusel mdcp eql shares owned by LWM Advisory Services

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

Historical chart of LWM Advisory 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 LWM Advisory 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 18k 88.71
2023-09-30 $1.4M 18k 80.54

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Microsoft Corporation (MSFT)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amazon (AMZN)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
FactSet Research Systems (FDS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory 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