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Invesco Exchng Traded Fd Tr s p smlcap qty shares owned by Beacon Financial Planning

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

Historical chart of Beacon Financial Planning 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 Beacon Financial Planning 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 Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 62k 43.29
2024-06-30 $1.8M 45k 38.87
2024-03-31 $1.2M 29k 41.18
2023-12-31 $343k 8.6k 39.88

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View all positions for Beacon Financial Planning

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

LPL Financial
Benjamin Edwards
New York Life Investment Management
Confluence Investment Management
Breakwater Capital Group
Northwestern Mutual Wealth Management Company
Schwallier Wealth Management
Morgan Stanley
Commonwealth Equity Services
Larson Financial Group
Perigon Wealth Management
Foundry Financial Group
Advisor Group Holdings
Good Life Advisors
Beacon Financial Planning

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