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Invesco Exchange Traded Fd T rusel mdcp eql shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1k 10 105.10
2025-06-30 $210k 2.1k 98.22
2025-03-31 $465k 4.8k 96.06
2024-12-31 $526k 4.9k 108.16

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Microsoft Corp Stock (MSFT)
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Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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