BigSur Wealth Management »

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

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

Historical chart of BigSur 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 BigSur Wealth Management 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 BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $269k 5.4k 49.96
2024-09-30 $256k 5.4k 47.53

More positions owned by BigSur Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
NVIDIA Corporation (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr Russell 3000 Etf (IWV)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Blackstone Group Inc Com Cl A (BX)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr State Street Hea (XLV)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)

View all positions for BigSur Wealth Management

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
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
Means Investment

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