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

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

Historical chart of Theory Financial 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 Theory 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 72k 58.19
2025-06-30 $1.9M 36k 53.89
2025-03-31 $1.0M 22k 46.02

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr Communication (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Usd High (HYLB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Theory Financial

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