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Invesco S&p 500 Top 50 Etf shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 66k 47.53
2024-06-30 $2.5M 55k 45.75
2024-03-31 $2.3M 54k 42.13
2023-12-31 $1.8M 47k 37.72

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Morgan Stanley
Fisher Investments
Bank of America Corporation
Wells Fargo & Company
Johnson Financial Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Envestnet Asset Management
GPS Wealth Strategies Group
Stifel Financial
Hartland & Co
One Capital Management
Advisor Group Holdings
Principle Wealth Partners

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