Peak Planning Group »

Invesco S&p 500 Top 50 Etf shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group 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 Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 3.3k 61.23

More positions owned by Peak Planning Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Applied Materials (AMAT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Kla Corp Com New (KLAC)
Amazon (AMZN)
Ea Series Trust Freedom 100 Em (FRDM)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Peak Planning Group

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Raymond James Financial
Principle Wealth Partners
Advisor Group Holdings
Johnson Financial Group
Royal Bank of Canada
Ameriprise Financial
Means Investment
Wealth Enhancement Advisory Services
UBS Group
Lido Advisors

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