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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

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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
2024-03-31 $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

Spdr Ser Tr Bloomberg 3-12 M (BILS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
United Parcel Service CL B (UPS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Value Line Divid In SHS (FVD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)

View all positions for Iams Wealth Management

Top funds holding Invesco S&p 500 Top 50 Etf

Fisher Investments
Bank of America Corporation
Wells Fargo & Company
UBS Group
Wilbanks Smith & Thomas Asset Management
Raymond James Financial Services Advisors
One Capital Management
Goldman Sachs Group
GPS Wealth Strategies Group
Stifel Financial
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Principle Wealth Partners
HighTower Advisors

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