Werba Rubin Papier Wealth Management - INVESCO EXCH TRD SLF IDX FD ownership

Quarter-by-quarter ownership
Werba Rubin Papier Wealth Management ownership history of INVESCO EXCH TRD SLF IDX FD
ValueSharesWeighting
Q3 2023$4,016,149
-15.1%
170,864
-15.1%
1.43%
-13.0%
Q2 2023$4,732,863
+0.6%
201,313
+0.8%
1.64%
-11.1%
Q1 2023$4,703,902
+5.1%
199,699
+4.1%
1.85%
+0.2%
Q4 2022$4,473,567191,9161.84%
Other shareholders
INVESCO EXCH TRD SLF IDX FD shareholders Q4 2023
NameSharesValueWeighting ↓
Ironwood Financial, llc 55,347$1,363,0000.76%
Mirador Capital Partners LP 46,517$1,146,0000.71%
SFE Investment Counsel 48,606$1,197,0000.61%
AlphaStar Capital Management, LLC 62,974$1,551,0000.50%
WRAPMANAGER INC 32,092$790,0000.28%
Bluefin Trading, LLC 70,324$1,732,0000.18%
Flaharty Asset Management, LLC 15,395$379,0000.16%
ADVISORS MANAGEMENT GROUP INC /ADV 10,078$248,0000.13%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28,591$704,0000.12%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 474,006$11,675,0000.09%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders