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

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

Historical chart of Kellett Schaffner 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 Kellett Schaffner 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 37k 52.38

More positions owned by Kellett Schaffner Wealth Advisors

Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Invesco Exchange Traded Fd T rusel 2000 val

LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Morgan Stanley
CWM
H D Vest Advisory Services
360 Financial
ValMark Advisers
Traction Financial Partners
Ameriprise Financial
Wells Fargo & Company
Raymond James & Associates
CIBC World Markets
Advisor Group Holdings
Mml Investors Services

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