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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

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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
2025-09-30 $21M 368k 57.52
2025-06-30 $19M 362k 52.10
2025-03-31 $17M 377k 46.02
2024-12-31 $19M 387k 49.96
2024-09-30 $18M 384k 47.53
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)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
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)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth Advisors

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