Tolleson Wealth Management »

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

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

Historical chart of Tolleson 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 Tolleson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Exchange Traded Fd T rusel 2000 pur by Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 30k 66.17
2024-03-31 $1.8M 30k 60.34
2023-12-31 $1.7M 30k 56.67
2023-09-30 $1.4M 30k 48.49
2023-06-30 $1.4M 30k 48.49
2023-03-31 $1.4M 30k 46.32
2022-12-31 $1.4M 30k 47.14
2022-09-30 $1.3M 30k 43.37
2022-06-30 $1.3M 30k 43.88
2022-03-31 $1.5M 30k 51.92
2021-12-31 $1.7M 30k 56.43
2021-09-30 $1.6M 30k 53.24
2021-06-30 $1.8M 33k 54.73
2021-03-31 $1.7M 33k 52.07
2020-12-31 $1.6M 33k 47.49
2020-09-30 $1.3M 33k 40.01
2020-06-30 $1.2M 33k 36.13
2020-03-31 $959k 33k 29.29
2019-12-31 $1.3M 33k 39.40
2019-09-30 $1.2M 33k 37.26
2019-06-30 $1.2M 33k 37.51
2019-03-31 $1.2M 33k 36.41
2018-12-31 $1.0M 33k 30.85

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares International Equity Factor Etf Etf (INTF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Russell Mid-cap Growth Etf Etf (IWP)

View all positions for Tolleson 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