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Invesco S&p 500 Top 50 Etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Invesco S&p 500 Top 50 Etf

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All positions including Invesco S&p 500 Top 50 Etf held by Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $924k 25k 37.72
2023-09-30 $831k 25k 33.96
2023-06-30 $849k 2.4k 349.73
2023-03-31 $820k 2.6k 310.52
2022-12-31 $685k 2.5k 275.98
2022-09-30 $675k 2.5k 269.25
2022-06-30 $730k 2.5k 286.72
2022-03-31 $816k 2.3k 351.27
2021-12-31 $857k 2.3k 368.92
2021-09-30 $766k 2.3k 329.89
2021-06-30 $756k 2.3k 325.58
2021-03-31 $606k 2.0k 296.48
2020-12-31 $646k 2.3k 285.46
2020-09-30 $629k 2.4k 264.29
2020-06-30 $490k 2.0k 240.20
2020-03-31 $384k 2.0k 188.24
2019-12-31 $482k 2.0k 236.27
2019-09-30 $433k 2.0k 212.25
2019-06-30 $428k 2.0k 209.80
2019-03-31 $454k 2.2k 202.68
2018-12-31 $403k 2.2k 179.91
2018-09-30 $469k 2.2k 209.38
2018-06-30 $432k 2.2k 192.86

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Invesco S&p 500 Top 50 Etf

Fisher Investments
Bank of America Corporation
Wells Fargo & Company
UBS Group
Wilbanks Smith & Thomas Asset Management
Raymond James Financial Services Advisors
One Capital Management
Goldman Sachs Group
Stifel Financial
GPS Wealth Strategies Group
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Principle Wealth Partners
Retirement Group

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