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

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 6.7k 57.52
2024-12-31 $237k 4.7k 49.96
2021-12-31 $262k 709 368.93

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Price Blue Chip (TCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
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
Means Investment

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