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

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $984k 8.0k 123.53
2024-09-30 $656k 5.5k 120.32
2024-06-30 $336k 2.9k 114.00

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Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
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Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
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Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T rusel mdcp gwt

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

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