Invesco S&p 500 Top 50 Etf shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Invesco S&p 500 Top 50 Etf (XLG) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management 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 Synergy Financial Management 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 Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 19k | 52.10 |
| 2025-06-30 | $335k | 6.4k | 52.10 |
| 2025-03-31 | $294k | 6.4k | 46.02 |
| 2024-12-31 | $1.0M | 20k | 49.81 |
| 2024-09-30 | $527k | 11k | 47.53 |
| 2024-06-30 | $2.9M | 63k | 45.75 |
| 2024-03-31 | $662k | 16k | 42.13 |
| 2023-12-31 | $678k | 18k | 37.72 |
More positions owned by Synergy Financial Management
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