Precedent Wealth Partners »

Invesco Exchange Traded Fd T rusel mdcp eql shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange Traded Fd T rusel mdcp eql by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 90k 104.96
2025-06-30 $7.7M 79k 98.24
2025-03-31 $6.7M 73k 91.53
2024-12-31 $4.3M 44k 98.47

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

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