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Invesco Exchng Traded Fd Tr s p smlcap qty shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management 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 Golden State Wealth Management 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $883k 21k 43.03
2025-06-30 $791k 19k 40.73
2025-03-31 $619k 16k 39.52
2024-12-31 $552k 13k 42.35

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

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

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Madison Asset Management
Morgan Stanley
Breakwater Capital Group
Private Advisory
APCM Wealth Management for Individuals
Advisor Group Holdings
Employees' Retirement Fund of the City of Fort Worth
Beacon Financial Planning
Intrua Financial
DHJJ Financial Advisors
Foundry Financial Group
Equitable Holdings

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