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

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

Historical chart of Alteri Wealth 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 Alteri Wealth 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 Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $694M 12k 57520.44
2025-06-30 $544M 10k 52099.96
2025-03-31 $400M 8.7k 46020.01

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View all positions for Alteri Wealth

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Morgan Stanley
Jpmorgan Chase & Co
Wells Fargo & Company
Raymond James Financial
Principle Wealth Partners
Bank of New York Mellon
Wealth Enhancement Advisory Services
Ameriprise Financial
Johnson Financial Group
Envestnet Asset Management
UBS Group
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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