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Invesco S&p 500 Top 50 Etf shares owned by Principle Wealth Partners

Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by Principle Wealth Partners from 13F filings

Historical chart of Principle Wealth Partners 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 Principle Wealth Partners 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $38M 822k 45.75
2024-03-31 $30M 704k 42.13
2023-12-31 $17M 442k 37.72
2023-09-30 $6.7M 198k 33.96

More positions owned by Principle Wealth Partners

Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vaneck Etf Trust Morningstar Smid (SMOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
McDonald's Corporation (MCD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Principle Wealth Partners

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Morgan Stanley
Fisher Investments
Bank of America Corporation
Wells Fargo & Company
Johnson Financial Group
Royal Bank of Canada
Raymond James Financial Services Advisors
Envestnet Asset Management
GPS Wealth Strategies Group
Stifel Financial
Hartland & Co
One Capital Management
Advisor Group Holdings
Principle Wealth Partners

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