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Invesco Exchange Traded Fd T rusel 2000 pur shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 14k 73.57
2025-06-30 $968k 14k 68.02

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ea Series Trust Alpha Architect (CAOS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Asset Management Physical Silver (PSLV)
Sprott Asset Management Physical Gold Tr (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Series Trust Nuveen Ice Munic (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr National Mun Etf (MUB)

View all positions for Financeware

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