Invesco S&p 500 Top 50 Etf shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
from 13F filings
Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Invesco S&p 500 Top 50 Etf
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Quarterly reported holdings in Invesco S&p 500 Top 50 Etf by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 47k | 47.53 |
| 2024-06-30 | $716k | 16k | 45.75 |
| 2024-03-31 | $640k | 15k | 42.13 |
| 2023-12-31 | $558k | 15k | 37.72 |
| 2023-09-30 | $503k | 15k | 33.96 |
| 2023-06-30 | $518k | 1.5k | 349.73 |
| 2023-03-31 | $455k | 1.5k | 310.52 |
| 2022-12-31 | $450k | 1.6k | 275.98 |
| 2022-09-30 | $455k | 1.7k | 269.23 |
| 2022-06-30 | $513k | 1.8k | 286.59 |
| 2022-03-31 | $636k | 1.8k | 351.38 |
| 2021-12-31 | $843k | 2.3k | 368.93 |
| 2021-09-30 | $820k | 2.5k | 329.98 |
| 2021-06-30 | $809k | 2.5k | 325.55 |
| 2021-03-31 | $807k | 2.7k | 296.69 |
| 2020-12-31 | $776k | 2.7k | 285.29 |
| 2020-09-30 | $712k | 2.7k | 261.76 |
| 2020-06-30 | $647k | 2.7k | 237.87 |
| 2020-03-31 | $532k | 2.7k | 195.59 |
| 2019-12-31 | $635k | 2.7k | 233.46 |
| 2019-09-30 | $615k | 2.9k | 212.44 |
| 2019-06-30 | $620k | 3.0k | 209.81 |
| 2019-03-31 | $600k | 3.0k | 203.05 |
| 2018-12-31 | $549k | 3.1k | 179.71 |
| 2018-09-30 | $639k | 3.1k | 209.17 |
| 2018-06-30 | $622k | 3.2k | 192.87 |
More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
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