Core Wealth Advisors »

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

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

Historical chart of Core Wealth 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 Core Wealth Advisors 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $18M 382k 45.75

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Diversifid Crp (KORP)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pacer Fds Tr Pacer Us Small (CALF)
Caterpillar (CAT)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Apple (AAPL)

View all positions for Core Wealth Advisors

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Fisher Investments
Morgan Stanley
Bank of America Corporation
Ameriprise Financial
Wells Fargo & Company
UBS Group
Johnson Financial Group
Wilbanks Smith & Thomas Asset Management
Hartland & Co
Royal Bank of Canada
Raymond James Financial Services Advisors
Stifel Financial
One Capital Management
GPS Wealth Strategies Group

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