Action Point Financial Planning »

Invesco S&p 500 Top 50 Etf shares owned by Action Point Financial Planning

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

Historical chart of Action Point Financial 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 Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 Top 50 Etf by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $269k 4.9k 54.54

More positions owned by Action Point Financial Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Action Point Financial Planning

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Advisor Group Holdings
Raymond James Financial
Principle Wealth Partners
Johnson Financial Group
UBS Group
Ameriprise Financial
Royal Bank of Canada
Means Investment
Lido Advisors
Envestnet Asset Management
Bogart Wealth

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