Invesco Exchng Traded Fd Tr s&p 500 ex rat shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 ex rat (XRLV) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Invesco Exchng Traded Fd Tr s&p 500 ex rat
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s&p 500 ex rat by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 28k | 55.56 |
| 2025-06-30 | $1.5M | 28k | 55.02 |
| 2025-03-31 | $1.7M | 29k | 56.46 |
| 2024-12-31 | $1.6M | 29k | 53.00 |
| 2024-09-30 | $1.6M | 29k | 54.25 |
| 2024-06-30 | $1.5M | 29k | 50.07 |
| 2024-03-31 | $1.5M | 30k | 50.00 |
| 2023-12-31 | $1.5M | 31k | 47.39 |
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