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Invesco Exchange Traded Fd T rusel 2000 val shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 934 56.46

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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