Invesco S&p 500 Top 50 Etf shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 52k | 57.52 |
| 2025-06-30 | $2.9M | 55k | 52.10 |
| 2025-03-31 | $3.5M | 77k | 46.02 |
| 2024-12-31 | $3.9M | 79k | 49.96 |
| 2024-09-30 | $3.4M | 72k | 47.53 |
| 2024-06-30 | $2.6M | 56k | 45.75 |
| 2024-03-31 | $2.4M | 56k | 42.13 |
| 2023-12-31 | $2.1M | 56k | 37.72 |
| 2023-09-30 | $2.0M | 59k | 33.96 |
| 2023-06-30 | $2.1M | 6.0k | 349.71 |
| 2023-03-31 | $1.9M | 6.1k | 310.53 |
| 2022-12-31 | $1.7M | 6.1k | 276.00 |
| 2022-09-30 | $1.7M | 6.2k | 269.17 |
| 2022-06-30 | $1.8M | 6.2k | 286.65 |
| 2022-03-31 | $2.2M | 6.2k | 351.53 |
| 2021-12-31 | $2.3M | 6.2k | 369.10 |
| 2021-09-30 | $2.1M | 6.2k | 330.07 |
| 2021-06-30 | $2.0M | 6.2k | 325.46 |
| 2021-03-31 | $1.8M | 6.2k | 296.55 |
| 2020-12-31 | $1.8M | 6.2k | 285.21 |
| 2020-09-30 | $1.6M | 6.1k | 261.87 |
| 2020-06-30 | $1.5M | 6.1k | 237.84 |
| 2020-03-31 | $1.2M | 5.9k | 195.48 |
| 2019-12-31 | $1.4M | 1.4k | 1000.00 |
| 2019-09-30 | $1.3M | 6.0k | 212.46 |
| 2019-06-30 | $1.3M | 6.2k | 209.81 |
| 2019-03-31 | $1.3M | 6.3k | 202.86 |
| 2018-12-31 | $1.2M | 6.5k | 179.79 |
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