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Invesco Exchange Traded Fd T rusel mdcp pur shares owned by Carlson Financial

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel mdcp pur (XMVM) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial investment in Invesco Exchange Traded Fd T rusel mdcp pur

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T rusel mdcp pur held by Carlson Financial 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 pur by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $356k 5.0k 70.88
2026-03-31 $325k 5.0k 65.11
2025-12-31 $307k 4.8k 64.15

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View all positions for Carlson Financial

Top funds holding Invesco Exchange Traded Fd T rusel mdcp pur

Bank of America Corporation
LPL Financial
Nelson, Van Denburg & Campbell Wealth Management
Foundations Investment Advisors
Raymond James Financial
Ameriprise Financial
Whitaker-Myers Wealth Managers
Morgan Stanley
Northwestern Mutual Wealth Management Company
Anfield Capital Management
Cetera Investment Advisers
Royal Bank of Canada
Advisor Group Holdings
Independent Financial Group
Equitable Holdings

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