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Invesco S&p 500 Top 50 Etf shares owned by Oregon Pacific Wealth Management

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

Historical chart of Oregon Pacific Wealth Management 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 Oregon Pacific Wealth Management 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 Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 3.6k 59.28

More positions owned by Oregon Pacific Wealth Management

Ea Series Trust Astoria Us Quali (GQQQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Ea Series Trust Ea Astoria Dynmc (AGGA)
Ea Series Trust Astoria Us Equal (ROE)
Spdr Series Trust State Street Spd (SPYM)
Ishares Core Msci Emkt (IEMG)
Investment Managers Ser Tr I Astoria Real (PPI)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Tr Spdr Bridgewater (ALLW)
Doubleline Etf Trust Mortgage Etf (DMBS)
Tidal Trust I Unlimited Hfgm (HFGM)
Amazon (AMZN)

View all positions for Oregon Pacific Wealth Management

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