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Invesco Exchange Traded Fd T rusel mdcp gwt shares owned by One Charles Private Wealth Services

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

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $256k 1.5k 170.14

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Texas Pacific Land Corp (TPL)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Landbridge Company Cl A (LB)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Janus Detroit Str Tr Hend Secu In Etf (JSI)
Apple (AAPL)
Vanguard World Inf Tech Etf (VGT)
Lam Research Corp Com New (LRCX)

View all positions for One Charles Private Wealth Services

Top funds holding Invesco Exchange Traded Fd T rusel mdcp gwt

LPL Financial
Morgan Stanley
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Raymond James Financial
Envestnet Asset Management
Ameriprise Financial
Bank of America Corporation
Advisor Group Holdings
Vantagepoint Investment Advisers
Jones Financial Companies, L.L
Royal Bank of Canada
Mml Investors Services
Cambridge Investment Research Advisors

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