Invesco S&p 500 Top 50 Etf shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Invesco S&p 500 Top 50 Etf by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 178k | 57.52 |
| 2025-06-30 | $10M | 195k | 52.10 |
| 2025-03-31 | $8.0M | 173k | 46.02 |
| 2024-12-31 | $8.7M | 173k | 49.96 |
| 2024-09-30 | $8.2M | 173k | 47.53 |
| 2024-06-30 | $4.9M | 107k | 45.75 |
| 2024-03-31 | $4.1M | 97k | 42.13 |
| 2023-12-31 | $534k | 14k | 37.72 |
| 2023-09-30 | $504k | 15k | 33.96 |
| 2023-06-30 | $519k | 1.5k | 349.73 |
| 2023-03-31 | $461k | 1.5k | 310.52 |
| 2022-12-31 | $410k | 1.5k | 275.98 |
| 2022-09-30 | $408k | 1.5k | 269.31 |
| 2022-06-30 | $426k | 1.3k | 317.91 |
| 2022-03-31 | $652k | 1.9k | 351.48 |
| 2021-12-31 | $647k | 1.9k | 346.92 |
| 2021-09-30 | $615k | 1.9k | 329.76 |
| 2021-06-30 | $607k | 1.9k | 325.47 |
| 2021-03-31 | $572k | 1.9k | 306.70 |
| 2020-12-31 | $589k | 2.0k | 299.29 |
| 2020-09-30 | $515k | 2.0k | 261.82 |
| 2020-06-30 | $514k | 2.0k | 261.31 |
| 2020-03-31 | $388k | 2.0k | 195.37 |
| 2019-12-31 | $463k | 2.0k | 233.13 |
| 2019-09-30 | $424k | 2.0k | 212.53 |
| 2019-06-30 | $426k | 2.0k | 210.37 |
| 2019-03-31 | $472k | 2.3k | 203.01 |
| 2018-12-31 | $586k | 3.0k | 194.81 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group