Green Ridge Wealth Planning »

Invesco S&p 500 Top 50 Etf shares owned by Green Ridge Wealth Planning

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

Historical chart of Green Ridge Wealth Planning 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 Green Ridge Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 Top 50 Etf by Green Ridge Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 216k 59.28

More positions owned by Green Ridge Wealth Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Global 100 Etf (IOO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr State Street Com (XLC)
NVIDIA Corporation (NVDA)

View all positions for Green Ridge Wealth Planning

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Wells Fargo & Company
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial
Bank of New York Mellon
Principle Wealth Partners
Wealth Enhancement Advisory Services
Johnson Financial Group
Envestnet Asset Management
UBS Group
Ameriprise Financial
Royal Bank of Canada
Means Investment
Lido Advisors

View all funds holding Invesco S&p 500 Top 50 Etf