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Invesco S&p 500 Top 50 Etf shares owned by Smith Shellnut Wilson

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

Historical chart of Smith Shellnut Wilson investment in Invesco S&p 500 Top 50 Etf

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All positions including Invesco S&p 500 Top 50 Etf held by Smith Shellnut Wilson 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 Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 49k 57.52
2025-06-30 $2.4M 47k 52.10
2025-03-31 $2.1M 46k 46.02
2024-12-31 $2.2M 43k 49.96
2024-09-30 $298k 6.3k 47.53
2024-06-30 $252k 5.5k 45.75

More positions owned by Smith Shellnut Wilson

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Smith Shellnut Wilson

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