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Invesco S&p 500 Top 50 Etf shares owned by Steffes Financial

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

Historical chart of Steffes Financial 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 Steffes Financial 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 Steffes Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 3.8k 54.54

More positions owned by Steffes Financial

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Steffes Financial

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Advisor Group Holdings
Raymond James Financial
Principle Wealth Partners
Johnson Financial Group
UBS Group
Ameriprise Financial
Royal Bank of Canada
Means Investment
Lido Advisors
Envestnet Asset Management
Bogart Wealth

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