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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
2024-03-31 $1.2M 29k 41.18
2023-12-31 $343k 8.6k 39.88

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Total (IXUS)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Wellington Us Quality (VFQY)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

View all positions for Beacon Financial Planning

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

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
DHJJ Financial Advisors
Beacon Financial Planning
Bank of America Corporation
Atria Wealth Solutions
Thoroughbred Financial Services
Advisor Group Holdings

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