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Invesco Exchange Traded Fd T rusel 2000 pur shares owned by Sound Income Strategies

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

Historical chart of Sound Income Strategies 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 Sound Income Strategies 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 Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 75k 72.57
2025-06-30 $2.9M 42k 68.02
2025-03-31 $903k 14k 62.75

More positions owned by Sound Income Strategies

Sixth Street Specialty Lending Cef (TSLX)
Ares Capital Corp Cef (ARCC)
Hercules Capital Cef (HTGC)
Golub Cap Bdc Cef (GBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Blue Owl Capital Corporation Cef (OBDC)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Pennantpark Floating Rate Cap Cef (PFLT)
Blackstone Secd Lending Cef (BXSL)
Citigroup Stock (C)
Sound Enhanced Fixed Income Etf Etf (FXED)
Enbridge Stock (ENB)
Abbvie Stock (ABBV)
Cisco Sys Stock (CSCO)

View all positions for Sound Income Strategies

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