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Invesco Exchng Traded Fd Tr s p smlcap qty shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s p smlcap qty (XSHQ) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Invesco Exchng Traded Fd Tr s p smlcap qty

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s p smlcap qty held by Atria Wealth Solutions 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 qty by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $931k 23k 41.18
2023-12-31 $851k 21k 39.88
2023-09-30 $574k 16k 35.66

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Invesco Exchng Traded Fd Tr s p smlcap qty

LPL Financial
New York Life Investment Management
Breakwater Capital Group
Schwallier Wealth Management
Foundry Financial Group
Commonwealth Equity Services
WJ Wealth Management
Perigon Wealth Management
Raymond James Financial Services Advisors
Good Life Advisors
Advisor Group Holdings
DHJJ Financial Advisors
Beacon Financial Planning
Bank of America Corporation
Atria Wealth Solutions

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