Invesco S&p 500 Top 50 Etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Invesco S&p 500 Top 50 Etf
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Quarterly reported holdings in Invesco S&p 500 Top 50 Etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $15M | 283k | 52.10 |
| 2025-03-31 | $1.1M | 24k | 46.02 |
| 2024-12-31 | $1.5M | 30k | 49.96 |
| 2024-09-30 | $740k | 16k | 47.53 |
| 2024-06-30 | $712k | 16k | 45.75 |
| 2024-03-31 | $496k | 12k | 42.13 |
| 2023-12-31 | $157k | 4.2k | 37.72 |
| 2023-09-30 | $147k | 4.3k | 33.96 |
| 2023-06-30 | $383k | 1.7M | 0.23 |
| 2023-03-31 | $9.3M | 290k | 32.15 |
| 2022-12-31 | $120k | 435 | 276.28 |
| 2022-06-30 | $119k | 416 | 286.06 |
| 2022-03-31 | $146k | 416 | 350.96 |
| 2020-12-31 | $124k | 435 | 285.06 |