Capstone Wealth Management Group »

Invesco Exchange Traded Fd T rusel 2000 pur shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel 2000 pur (XSMO) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Invesco Exchange Traded Fd T rusel 2000 pur

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T rusel 2000 pur held by Capstone Wealth Management Group 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 Exchange Traded Fd T rusel 2000 pur by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $887k 12k 73.57
2025-03-31 $2.9M 47k 62.75
2024-12-31 $1.3M 20k 66.11

More positions owned by Capstone Wealth Management Group

Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Capstone Wealth Management Group

Top funds holding Invesco Exchange Traded Fd T rusel 2000 pur

LPL Financial
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Northwestern Mutual Wealth Management Company
Gratus Wealth Advisors
Wealth Enhancement Advisory Services
Apollon Wealth Management
CWM
River Wealth Advisors
Janney Montgomery Scott
Jones Financial Companies, L.L

View all funds holding Invesco Exchange Traded Fd T rusel 2000 pur