Invesco S&p 500 Top 50 Etf shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Invesco S&p 500 Top 50 Etf
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Quarterly reported holdings in Invesco S&p 500 Top 50 Etf by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 26k | 49.85 |
| 2024-09-30 | $467k | 9.8k | 47.53 |
| 2024-06-30 | $415k | 9.1k | 45.75 |
| 2024-03-31 | $1.4M | 33k | 42.13 |
| 2023-12-31 | $1.2M | 33k | 37.72 |
| 2023-09-30 | $285k | 8.4k | 33.96 |
| 2023-06-30 | $321k | 917 | 349.73 |
| 2022-03-31 | $214k | 608 | 351.97 |
| 2021-12-31 | $224k | 608 | 368.42 |
| 2021-09-30 | $201k | 608 | 330.59 |
| 2020-12-31 | $173k | 608 | 284.54 |
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