Patriot Financial Group Insurance Agency »

Invesco S&p 500 Top 50 Etf shares owned by Patriot Financial Group Insurance Agency

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

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco S&p 500 Top 50 Etf by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 39k 57.52
2025-06-30 $895k 17k 52.10
2025-03-31 $425k 9.2k 46.02

More positions owned by Patriot Financial Group Insurance Agency

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Oracle Corporation (ORCL)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Morgan Stanley
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

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