Holistic Planning »

Invesco S&p 500 Top 50 Etf shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $336k 7.1k 47.53
2024-06-30 $452k 11k 42.13
2024-03-31 $452k 11k 42.13

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Morgan Stanley
Fisher Investments
Bank of America Corporation
Wells Fargo & Company
Johnson Financial Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Envestnet Asset Management
GPS Wealth Strategies Group
Stifel Financial
Hartland & Co
One Capital Management
Advisor Group Holdings
Principle Wealth Partners

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