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Invesco S&p 500 Top 50 Etf shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group 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 Family Wealth Group 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 27k 57.52
2025-06-30 $1.5M 30k 52.10
2025-03-31 $1.4M 30k 46.02
2024-12-31 $1.6M 31k 49.96
2024-09-30 $1.3M 27k 47.53

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Elevation Series Trust Trueshares Quart (QBER)
Elevation Series Trust Trueshares Seaso (ONEZ)

View all positions for Family Wealth Group

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