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Invesco Exchng Traded Fd Tr s p smlcap qty shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $64k 1.5k 42.10
2025-09-30 $85k 2.0k 43.03

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

LPL Financial
Larson Financial Group
Northwestern Mutual Wealth Management Company
Breakwater Capital Group
Private Advisory
Beacon Financial Planning
Intrua Financial
Raymond James Financial
DHJJ Financial Advisors
Goldman Sachs Group
Foundry Financial Group
Equitable Holdings
Advisor Group Holdings
Fifth Third Securities
Cetera Investment Advisers

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