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Invesco Exchange Traded Fd T rusel mdcp eql shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management 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 Schwallier Wealth Management 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 112k 102.58
2024-06-30 $10M 106k 97.03
2024-03-31 $11M 103k 110.05
2023-12-31 $10M 113k 88.71

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier Wealth Management

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