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Invesco S&p 500 Top 50 Etf shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $38M 720k 52.10
2025-03-31 $1.9M 41k 46.09

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

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