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Invesco S&p 500 Top 50 Etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 27k 47.53
2024-06-30 $1.2M 27k 45.75
2024-03-31 $1.0M 24k 42.13
2023-12-31 $924k 25k 37.72
2023-09-30 $831k 25k 33.96
2023-06-30 $849k 2.4k 349.73
2023-03-31 $820k 2.6k 310.52
2022-12-31 $685k 2.5k 275.98
2022-09-30 $675k 2.5k 269.25
2022-06-30 $730k 2.5k 286.72
2022-03-31 $816k 2.3k 351.27
2021-12-31 $857k 2.3k 368.92
2021-09-30 $766k 2.3k 329.89
2021-06-30 $756k 2.3k 325.58
2021-03-31 $606k 2.0k 296.48
2020-12-31 $646k 2.3k 285.46
2020-09-30 $629k 2.4k 264.29
2020-06-30 $490k 2.0k 240.20
2020-03-31 $384k 2.0k 188.24
2019-12-31 $482k 2.0k 236.27
2019-09-30 $433k 2.0k 212.25
2019-06-30 $428k 2.0k 209.80
2019-03-31 $454k 2.2k 202.68
2018-12-31 $403k 2.2k 179.91
2018-09-30 $469k 2.2k 209.38
2018-06-30 $432k 2.2k 192.86

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Invesco S&p 500 Top 50 Etf

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

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