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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.5M | 43k | 57.52 |
| 2025-06-30 | $1.8M | 35k | 52.10 |
| 2025-03-31 | $1.9M | 42k | 46.02 |
| 2024-12-31 | $3.2M | 64k | 49.96 |
| 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 |