Sax Wealth Advisors »

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

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

Historical chart of Sax 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 Sax Wealth Advisors 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 99k 102.58
2024-06-30 $628k 6.5k 97.03

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T rusel mdcp eql

LPL Financial
Northwestern Mutual Wealth Management Company
Stifel Financial
Morgan Stanley
Benjamin Edwards
Commonwealth Equity Services
Benjamin F. Edwards & Company
Thrivent Financial for Lutherans
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Smith Anglin Financial
Syntegra Private Wealth Group
Advisor Group Holdings
Raymond James Financial Services Advisors
Mml Investors Services
Trilogy Capital

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