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

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

Historical chart of Carolinas Wealth Consulting 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 Carolinas Wealth Consulting 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 Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2024-12-31 $698k 14k 49.96
2024-09-30 $664k 14k 47.53
2024-06-30 $639k 14k 45.75
2024-03-31 $510k 12k 42.13

More positions owned by Carolinas Wealth Consulting

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Carolinas Wealth Consulting

Top funds holding Invesco S&p 500 Top 50 Etf

Demars Financial Group
LPL Financial
Morgan Stanley
Fisher Investments
Bank of America Corporation
Wells Fargo & Company
Ameriprise Financial
UBS Group
Raymond James Financial
Johnson Financial Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Lido Advisors
GPS Wealth Strategies Group
Envestnet Asset Management

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