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Invesco Exchange Traded Fd T rusel mdcp gwt shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth 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 gwt by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 35k 135.23
2025-06-30 $4.4M 34k 128.63
2025-03-31 $3.6M 32k 113.76
2024-12-31 $3.7M 30k 123.53
2024-09-30 $3.5M 29k 120.33
2024-06-30 $3.0M 27k 113.99
2022-03-31 $285k 3.3k 86.36
2021-12-31 $300k 3.3k 90.91