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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

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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
2024-12-31 $9.7M 99k 98.47
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)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
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
Ameriprise Financial
Stifel Financial
Benjamin Edwards
Commonwealth Equity Services
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Thrivent Financial for Lutherans
Edmond De Rothschild Holding
Smith Anglin Financial
HighTower Advisors
Syntegra Private Wealth Group
Advisor Group Holdings
Raymond James Financial Services Advisors
Mml Investors Services

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