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Invesco Exchng Traded Fd Tr s&p 500 ex rat shares owned by Roxbury Financial

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 ex rat (XRLV) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Invesco Exchng Traded Fd Tr s&p 500 ex rat

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p 500 ex rat held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s&p 500 ex rat by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 869 55.58
2025-06-30 $48k 867 55.05
2025-03-31 $49k 864 56.43
2024-12-31 $49k 862 56.69

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Top funds holding Invesco Exchng Traded Fd Tr s&p 500 ex rat

Bank Of Montreal
HighTower Advisors
LPL Financial
Jones Financial Companies, L.L
MGB Wealth Management
Apexium Financial
Advisor Group Holdings
SFMG Wealth Advisors
Susquehanna International
D.A. Davidson & Co.
Janney Montgomery Scott
Morgan Stanley
Two Sigma Investments
Goldman Sachs Group
WNY Asset Management

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