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Invesco S&p 500 Top 50 Etf shares owned by Oak Harbor Wealth Partners

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

Historical chart of Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $16k 268 59.28

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Caterpillar (CAT)
Lincoln National Corporation (LNC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Penumbra (PEN)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Oak Harbor Wealth Partners

Top funds holding Invesco S&p 500 Top 50 Etf

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

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