Rooted Wealth Advisors »

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

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

Historical chart of Rooted 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 Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange Traded Fd T rusel mdcp gwt by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 7.1k 170.14

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Sp Intl Momnt (IDMO)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Invesco Actively Managed Exc Total Return (GTO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Ishares Tr Core Sp Us Gwt (IUSG)

View all positions for Rooted Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T rusel mdcp gwt

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

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