J.w. Cole Advisors »

Invesco S&p 500 Top 50 Etf shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors 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 J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 48k 47.53
2024-06-30 $1.9M 41k 45.75
2024-03-31 $1.3M 30k 42.13
2022-03-31 $36k 32k 1.11

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)

View all positions for J.w. Cole Advisors

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Morgan Stanley
Fisher Investments
Bank of America Corporation
Wells Fargo & Company
Johnson Financial Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Envestnet Asset Management
GPS Wealth Strategies Group
Stifel Financial
Hartland & Co
One Capital Management
Advisor Group Holdings
Principle Wealth Partners

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