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Invesco S&p 500 Top 50 Etf shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning 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 Novak Financial Planning 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 Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $724k 2.2k 325.39
2021-03-31 $648k 2.2k 296.70
2020-12-31 $588k 2.1k 285.30

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

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
Hartland & Co
Principle Wealth Partners
One Capital Management
Advisor Group Holdings

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