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Invesco S&p 500 Top 50 Etf shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning 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 Vertex Planning 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 29k 37.72

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Invesco S&p 500 Top 50 Etf

Fisher Investments
Bank of America Corporation
Wells Fargo & Company
UBS Group
Wilbanks Smith & Thomas Asset Management
Raymond James Financial Services Advisors
One Capital Management
Goldman Sachs Group
GPS Wealth Strategies Group
Stifel Financial
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Principle Wealth Partners
Retirement Group

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