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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
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

More positions owned by Kellett Schaffner Wealth Advisors

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Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T rusel mdcp gwt

LPL Financial
Morgan Stanley
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Wealth Enhancement Advisory Services
Bank of America Corporation
Money Concepts Capital Corp
Raymond James Financial Services Advisors
Stifel Financial
Affinity Wealth Management
Great Valley Advisor Group
Advisor Group Holdings
Foundations Investment Advisors
Oxford Wealth Group

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