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Invesco Exchange Traded Fd T rusel mdcp gwt shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel mdcp gwt (XMMO) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Invesco Exchange Traded Fd T rusel mdcp gwt

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T rusel mdcp gwt held by Axxcess 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 gwt by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.5M 61k 138.46
2025-09-30 $1000k 7.4k 135.23
2024-12-31 $1.9M 16k 123.53

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding Invesco Exchange Traded Fd T rusel mdcp gwt

LPL Financial
Cetera Investment Advisers
Vantagepoint Investment Advisers
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Raymond James Financial
Ameriprise Financial
Advisor Group Holdings
Money Concepts Capital Corp
Great Valley Advisor Group
Davidson Capital Management
Mml Investors Services
Envestnet Asset Management
Stifel Financial
Jones Financial Companies, L.L

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