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Invesco Exchange Traded Fd T rusel 2000 val shares owned by Apex Wealth Management

Quarter-by-quarter ownership of Invesco Exchange Traded Fd T rusel 2000 val (XSVM) shares owned by Apex Wealth Management from 13F filings

Historical chart of Apex Wealth Management investment in Invesco Exchange Traded Fd T rusel 2000 val

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchange Traded Fd T rusel 2000 val held by Apex Wealth Management 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 val by Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 35k 60.26
2025-09-30 $1.9M 34k 56.46
2025-06-30 $1.8M 34k 51.99
2025-03-31 $1.7M 34k 50.20

More positions owned by Apex Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Morningstar Valu (ILCV)
Tesla Motors (TSLA)
Amazon (AMZN)
Fidelity Covington Trust Intl Multifactor (FDEV)

View all positions for Apex Wealth Management

Top funds holding Invesco Exchange Traded Fd T rusel 2000 val

LPL Financial
Bank of America Corporation
Morgan Stanley
360 Financial
CWM
Raymond James Financial
Banco Santander
Traction Financial Partners
Cetera Investment Advisers
Advisor Group Holdings
Altman Advisors
Janney Montgomery Scott
Envestnet Asset Management
Commonwealth Equity Services
Private Advisor

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