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Invesco Exchange Traded Fd T rusel mdcp gwt shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel mdcp gwt (XMMO) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management 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 Walled Lake Planning & Wealth Management 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 Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $812k 6.0k 135.23

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Apple (AAPL)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Altria (MO)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Lockheed Martin Corporation (LMT)
Gilead Sciences (GILD)
Houlihan Lokey Inc cl a (HLI)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Invesco Exchange Traded Fd T rusel mdcp gwt

LPL Financial
Morgan Stanley
Vantagepoint Investment Advisers
Cetera Investment Advisers
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Raymond James Financial
Ameriprise Financial
Mainstay Capital Management
Advisor Group Holdings
Money Concepts Capital Corp
Davidson Capital Management
Envestnet Asset Management
Jones Financial Companies, L.L
Commonwealth Equity Services

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