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Invesco S&p 500 Top 50 Etf shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial 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 Synergy Financial 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $662k 16k 42.13
2023-12-31 $678k 18k 37.72

More positions owned by Synergy Financial Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Coca-Cola Company (KO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Schlumberger Com Stk (SLB)
ResMed (RMD)
Arch Cap Group Ord (ACGL)
Intercontinental Exchange (ICE)

View all positions for Synergy Financial 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