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

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 23k 59.28
2025-09-30 $1.2M 21k 57.52
2025-06-30 $997k 19k 52.10
2025-03-31 $775k 17k 46.02
2024-12-31 $824k 17k 49.96
2024-09-30 $782k 17k 47.53

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Select Sector Spdr Tr State Street Tec (XLK)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Core Msci Emkt (IEMG)

View all positions for Sequent Planning

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Wells Fargo & Company
Jpmorgan Chase & Co
Raymond James Financial
Advisor Group Holdings
Bank of New York Mellon
Principle Wealth Partners
Wealth Enhancement Advisory Services
Ameriprise Financial
Johnson Financial Group
Envestnet Asset Management
UBS Group
Royal Bank of Canada
Means Investment
Lido Advisors

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