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Invesco S&p 500 Top 50 Etf shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management 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 Fulcrum Equity Management 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 Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $318k 6.1k 52.10
2025-03-31 $211k 4.6k 46.02
2023-09-30 $1.4M 42k 33.96
2023-06-30 $2.5M 7.0k 349.73
2023-03-31 $1.1M 3.7k 310.52

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Select Sector Spdr Tr Technology (XLK)
Oneok (OKE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Tech Etf (IYW)
Wal-Mart Stores (WMT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust S&p Ins Etf (KIE)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)

View all positions for Fulcrum Equity Management

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