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Invesco S&p 500 Top 50 Etf shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management 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 Perigon Wealth Management 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 33k 37.72
2023-09-30 $285k 8.4k 33.96
2023-06-30 $321k 917 349.73
2022-03-31 $214k 608 351.97
2021-12-31 $224k 608 368.42
2021-09-30 $201k 608 330.59
2020-12-31 $173k 608 284.54

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Union Pacific Corporation (UNP)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Visa Com Cl A (V)

View all positions for Perigon Wealth Management

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