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
Tip: Access up to 7 years of quarterly data
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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 2025-09-30 | $2.1M | 37k | 57.52 |
| 2025-06-30 | $1.8M | 34k | 52.10 |
| 2025-03-31 | $1.3M | 28k | 46.02 |
| 2024-12-31 | $1.5M | 30k | 49.96 |
| 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
View all positions for Captrust Financial Advisors