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Invesco S&p 500 Top 50 Etf shares owned by Per Stirling Capital Management

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

Historical chart of Per Stirling Capital 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 Per Stirling Capital 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 Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $307k 5.3k 57.52
2025-06-30 $227k 4.4k 52.10
2025-03-31 $204k 4.4k 46.02
2024-12-31 $2.3M 46k 49.96
2024-09-30 $1.3M 28k 47.53
2024-03-31 $2.2M 52k 42.13
2023-12-31 $1.1M 30k 37.72

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr S&p 500 Val Etf (IVE)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange-traded Intermediate Dur (FIIG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Per Stirling Capital Management

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