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Invesco S&p 500 Top 50 Etf shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN investment in Invesco S&p 500 Top 50 Etf

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All positions including Invesco S&p 500 Top 50 Etf held by Feltz Wealth PLAN 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 Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 50k 57.52
2025-06-30 $1.2M 23k 52.10
2025-03-31 $724k 16k 46.02

More positions owned by Feltz Wealth PLAN

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Costco Wholesale Corporation (COST)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for Feltz Wealth PLAN

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