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

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 27k 73.57
2025-06-30 $1.6M 24k 68.02
2025-03-31 $1.8M 29k 62.75
2024-12-31 $1.2M 18k 66.11

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood 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
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