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Invesco Exchange Traded Fd T rusel 2000 val shares owned by Bestgate Wealth Advisors

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

Historical chart of Bestgate Wealth Advisors 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 Bestgate 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 val by Bestgate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 31k 56.46
2025-06-30 $1.5M 30k 50.20
2025-03-31 $1.5M 30k 50.20

More positions owned by Bestgate Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)

View all positions for Bestgate Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T rusel 2000 val

LPL Financial
Morgan Stanley
ValMark Advisers
360 Financial
Banco Santander
Advisor Group Holdings
H D Vest Advisory Services
CWM
Commonwealth Equity Services
Traction Financial Partners
Cetera Investment Advisers
Altman Advisors
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Janney Montgomery Scott

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