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Invesco S&p 500 Top 50 Etf shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 24k 59.28
2024-06-30 $1.8M 40k 45.75

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares U S Etf Tr Short Duration B (NEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Value (VLUE)

View all positions for Optivise Advisory Services

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