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Invesco S&p 500 Top 50 Etf shares owned by Holistic Planning

Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Invesco S&p 500 Top 50 Etf

Tip: Access up to 7 years of quarterly data

All positions including Invesco S&p 500 Top 50 Etf held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco S&p 500 Top 50 Etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $452k 11k 42.13

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
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Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Fisher Investments
Morgan Stanley
Bank of America Corporation
Ameriprise Financial
Wells Fargo & Company
UBS Group
Wilbanks Smith & Thomas Asset Management
Goldman Sachs Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Stifel Financial
One Capital Management
GPS Wealth Strategies Group
Envestnet Asset Management

View all funds holding Invesco S&p 500 Top 50 Etf