Invesco Exchng Traded Fd Tr s&p midcp low shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Invesco Exchng Traded Fd Tr s&p midcp low
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s&p midcp low by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $990k | 16k | 63.56 |
| 2025-06-30 | $959k | 16k | 61.67 |
| 2025-03-31 | $1.0M | 16k | 61.72 |
| 2024-12-31 | $998k | 16k | 60.82 |
| 2024-09-30 | $923k | 16k | 56.40 |
| 2024-06-30 | $904k | 16k | 55.23 |
| 2024-03-31 | $923k | 16k | 56.40 |
| 2023-12-31 | $889k | 17k | 53.18 |
| 2023-09-30 | $822k | 17k | 49.17 |
| 2023-06-30 | $866k | 17k | 51.75 |
| 2023-03-31 | $895k | 17k | 53.49 |
| 2022-12-31 | $895k | 17k | 53.49 |
| 2022-09-30 | $946k | 20k | 48.06 |
| 2022-06-30 | $1.0M | 20k | 51.41 |
| 2022-03-31 | $1.1M | 20k | 55.79 |
| 2021-12-31 | $1.2M | 20k | 58.44 |
| 2021-09-30 | $1.2M | 23k | 52.50 |
| 2021-06-30 | $1.2M | 23k | 53.47 |
| 2021-03-31 | $1.3M | 26k | 52.38 |
| 2020-12-31 | $1.8M | 36k | 48.12 |
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