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

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

Historical chart of Tolleson 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 Tolleson 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 30k 54.17
2023-09-30 $1.4M 30k 48.17
2023-06-30 $1.4M 30k 46.43
2023-03-31 $1.4M 30k 45.53
2022-12-31 $1.4M 30k 45.73
2022-09-30 $1.2M 30k 41.20
2022-06-30 $1.3M 30k 44.40
2022-03-31 $1.6M 30k 53.87
2021-12-31 $1.6M 30k 53.90
2021-09-30 $1.5M 30k 50.33
2021-06-30 $1.7M 33k 50.73
2021-03-31 $1.6M 33k 48.57
2020-12-31 $1.2M 33k 34.92
2020-09-30 $896k 33k 26.88
2020-06-30 $817k 33k 24.51
2020-03-31 $659k 33k 19.77
2019-12-31 $1.1M 33k 33.87
2019-09-30 $1.0M 33k 30.54
2019-06-30 $978k 33k 29.34
2019-03-31 $986k 33k 29.58
2018-12-31 $880k 33k 26.40

More positions owned by Tolleson Wealth Management

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

View all positions for Tolleson Wealth Management

Top funds holding Invesco Exchange Traded Fd T rusel 2000 val

Commonwealth Equity Services
Bank of America Corporation
CWM
H D Vest Advisory Services
Raymond James & Associates
Wells Fargo & Company
MONECO Advisors
ValMark Advisers
Advisor Group Holdings
Del-Sette Capital Management
Aspire Wealth Management Corp
Focus Financial Network
Focus Financial Network
Insight Wealth Strategies
Altman Advisors

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