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Invesco Exchange Traded Fd T rusel 2000 pur shares owned by Castle Rock Wealth Management

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

Historical chart of Castle Rock Wealth Management 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 Castle Rock Wealth Management 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 Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 32k 65.77

More positions owned by Castle Rock Wealth Management

Coca-Cola Company (KO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Palo Alto Networks (PANW)

View all positions for Castle Rock Wealth Management

Top funds holding Invesco Exchange Traded Fd T rusel 2000 pur

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Mainstay Capital Management
Steward Partners Investment Advisory
Wells Fargo & Company
Marmo Financial Group
Apollon Wealth Management
Raymond James Financial Services Advisors
Morgan Stanley
Focus Financial Network
Wealth Enhancement Advisory Services
Armbruster Capital Management
Stifel Financial
Thrivent Financial for Lutherans

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