Invesco Exchng Traded Fd Tr s&p 500 ex rat shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 ex rat (XRLV) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors 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 SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $545k | 10k | 54.27 |
| 2024-06-30 | $494k | 10k | 49.16 |
| 2024-03-31 | $502k | 10k | 50.01 |
| 2023-12-31 | $476k | 10k | 47.40 |
| 2023-09-30 | $448k | 10k | 44.58 |
| 2023-06-30 | $479k | 10k | 47.73 |
| 2023-03-31 | $476k | 10k | 47.38 |
| 2022-12-31 | $488k | 10k | 48.61 |
| 2022-09-30 | $436k | 10k | 43.41 |
| 2022-06-30 | $465k | 10k | 46.30 |
| 2022-03-31 | $507k | 10k | 50.48 |
| 2021-12-31 | $523k | 10k | 52.08 |
| 2021-09-30 | $469k | 10k | 46.70 |
| 2021-06-30 | $469k | 10k | 46.70 |
| 2021-03-31 | $442k | 10k | 44.01 |
| 2020-12-31 | $416k | 10k | 41.42 |
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