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 ↓
Mirador Capital Partners LP 1,686,626$39,652,5879.40%
Oder Investment Management, LLC 180,035$4,232,6244.64%
BCS Wealth Management 141,756$3,3332.43%
Blue Barn Wealth, LLC 152,956$3,595,9962.34%
Denver PWM, LLC 206,415$4,856,9352.01%
GILL CAPITAL PARTNERS, LLC 202,663$4,764,6182.00%
Ironwood Financial, llc 307,313$7,224,9241.90%
S.E.E.D. Planning Group LLC 220,173$5,176,2671.82%
Masso Torrence Wealth Management Inc. 100,711$2,367,7121.71%
Werba Rubin Papier Wealth Management 201,313$4,732,8631.64%
View complete list of INVESCO EXCH TRD SLF IDX FD shareholders