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Invesco S&p 500 Top 50 Etf shares owned by McNaughton Wealth Management

Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by McNaughton Wealth Management from 13F filings

Historical chart of McNaughton Wealth Management investment in Invesco S&p 500 Top 50 Etf

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All positions including Invesco S&p 500 Top 50 Etf held by McNaughton 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 McNaughton Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2M 159k 57.52
2025-06-30 $4.6M 88k 52.10
2025-03-31 $2.2M 48k 46.02

More positions owned by McNaughton Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds Mid Cap Etf (VO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Future Ai & Tech (ARTY)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for McNaughton Wealth Management

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Morgan Stanley
Jpmorgan Chase & Co
Wells Fargo & Company
Raymond James Financial
Principle Wealth Partners
Bank of New York Mellon
Wealth Enhancement Advisory Services
Ameriprise Financial
Johnson Financial Group
Envestnet Asset Management
UBS Group
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

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