TAGStone Capital »

Invesco Exchng Traded Fd Tr s p smlcap qty shares owned by TAGStone Capital

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

Historical chart of TAGStone Capital 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 TAGStone Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchng Traded Fd Tr s p smlcap qty by TAGStone Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $542k 13k 43.03
2025-06-30 $453k 11k 41.57

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for TAGStone Capital

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

LPL Financial
Larson Financial Group
Northwestern Mutual Wealth Management Company
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