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

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

Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 52k 104.96
2025-06-30 $6.1M 62k 98.24
2025-03-31 $5.6M 61k 91.53
2024-12-31 $5.3M 53k 98.47
2024-09-30 $4.8M 47k 102.58

More positions owned by TrueWealth Advisors

Tidal Trust I Fundstrat Granny (GRNY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

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