Iams Wealth Management »

Invesco S&p 500 Top 50 Etf shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management 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 Iams Wealth Management 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 22k 49.96
2024-09-30 $792k 17k 47.53
2024-06-30 $1.1M 23k 45.75
2024-03-31 $1.1M 26k 41.06
2023-06-30 $1.2M 3.5k 344.91
2023-03-31 $619k 2.0k 305.93

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
United Parcel Service CL B (UPS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Microsoft Corporation (MSFT)
First Tr Value Line Divid In SHS (FVD)
Apple (AAPL)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Growth Strength (FTGS)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

Top funds holding Invesco S&p 500 Top 50 Etf

Demars Financial Group
LPL Financial
Morgan Stanley
Fisher Investments
Bank of America Corporation
Wells Fargo & Company
Ameriprise Financial
UBS Group
Raymond James Financial
Johnson Financial Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Lido Advisors
GPS Wealth Strategies Group
Envestnet Asset Management

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