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

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

Historical chart of TruWealth 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 TruWealth 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 68k 102.58
2024-06-30 $6.1M 63k 97.03
2024-03-31 $212k 1.9k 110.03

More positions owned by TruWealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Abbvie (ABBV)

View all positions for TruWealth 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