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Invesco Exchange Traded Fd T rusel 2000 pur shares owned by Carlson Financial

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel 2000 pur (XSMO) shares owned by Carlson Financial from 13F filings

Historical chart of Carlson Financial 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 Carlson Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchange Traded Fd T rusel 2000 pur by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $436k 4.7k 93.81
2026-03-31 $366k 4.8k 76.03
2025-12-31 $344k 4.8k 72.01

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View all positions for Carlson Financial

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
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Apollon Wealth Management
Gratus Wealth Advisors
Jones Financial Companies, L.L
CWM
Cambridge Investment Research Advisors
Private Advisor

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