Invesco Exchng Traded Fd Tr s p smlcap qty shares owned by Schwallier Wealth Management
Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s p smlcap qty (XSHQ) shares owned by Schwallier Wealth Management
from 13F filings
Historical chart of Schwallier Wealth Management investment in Invesco Exchng Traded Fd Tr s p smlcap qty
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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s p smlcap qty by Schwallier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $509k | 13k | 40.73 |
| 2025-03-31 | $874k | 22k | 39.52 |
| 2024-12-31 | $7.0M | 165k | 42.35 |
| 2024-09-30 | $6.8M | 157k | 43.29 |
| 2024-06-30 | $5.9M | 151k | 38.87 |
| 2024-03-31 | $6.3M | 154k | 41.18 |
| 2023-12-31 | $5.4M | 136k | 39.88 |
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