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Invesco S&p 500 Top 50 Etf shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services 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 LWM Advisory Services 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 58k 47.53
2024-06-30 $2.5M 55k 45.75
2024-03-31 $2.3M 55k 42.13
2023-12-31 $1.2M 33k 37.72

More positions owned by LWM Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Global X Fds Us Infr Dev Etf (PAVE)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Yld Optim Bd (BYLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for LWM Advisory Services

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