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
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Quarterly reported holdings in Invesco S&p 500 Top 50 Etf by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 6.3k | 57.52 |
| 2025-06-30 | $330k | 6.3k | 52.10 |
| 2025-03-31 | $297k | 6.5k | 46.02 |
| 2024-12-31 | $322k | 6.5k | 49.96 |
| 2024-09-30 | $336k | 7.1k | 47.53 |
| 2024-06-30 | $452k | 11k | 42.13 |
| 2024-03-31 | $452k | 11k | 42.13 |