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Invesco Exchange Traded Fd T rusel 2000 pur shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $236k 3.5k 68.02
2025-03-31 $218k 3.5k 62.75
2024-12-31 $229k 3.5k 66.11

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View all positions for EP Wealth Advisors

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
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
Stifel Financial

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