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

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

Historical chart of ShoreHaven 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 ShoreHaven 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 ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 51k 49.96
2024-09-30 $2.4M 50k 47.53
2024-06-30 $2.3M 50k 45.75
2024-03-31 $2.1M 49k 42.13
2023-12-31 $3.9M 102k 37.72

More positions owned by ShoreHaven Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U S Equity Factr (LRGF)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for ShoreHaven Wealth Partners

Top funds holding Invesco S&p 500 Top 50 Etf

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

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