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Invesco Exchng Traded Fd Tr s&p smlcap hig shares owned by Elite Financial

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p smlcap hig (XSHD) shares owned by Elite Financial from 13F filings

Historical chart of Elite Financial investment in Invesco Exchng Traded Fd Tr s&p smlcap hig

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p smlcap hig held by Elite 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 smlcap hig by Elite Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $265k 20k 13.09
2025-03-31 $329k 24k 13.85
2024-12-31 $345k 24k 14.53

More positions owned by Elite Financial

Vanguard Scottsdale Fds vng rus1000grw (VONG)
Vanguard Value ETF (VTV)
Schwab Strategic Tr us dividend eq (SCHD)
iShares Russell 2000 Value Index (IWN)
Technology SPDR (XLK)
Schwab U S Large Cap Growth ETF (SCHG)
Ishares Tr core tl usd bd (IUSB)
SPDR DJ Wilshire Large Cap Growth (SPYG)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Sht Term Govt Bond ETF (VGSH)
Spdr Ser Tr sp500 high div (SPYD)
Vanguard Small-Cap ETF (VB)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Schwab Strategic Tr sht tm us tres (SCHO)

View all positions for Elite Financial

Top funds holding Invesco Exchng Traded Fd Tr s&p smlcap hig

LPL Financial
Concord Wealth Partners
Concord Asset Management
Heartwood Wealth Advisors
Cetera Investment Advisers
Investors Research Corp
Cowa
Capital Investment Advisory Services
Kingsview Wealth Management
IHT Wealth Management
Tower Research Capital
Raymond James Financial
Susquehanna International
Ashton Thomas Private Wealth
Global Retirement Partners

View all funds holding Invesco Exchng Traded Fd Tr s&p smlcap hig