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Invesco S&p 500 Top 50 Etf shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman Management 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 Wagner Bowman 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 Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 21k 59.28
2025-09-30 $1.2M 21k 57.52
2025-06-30 $1.1M 21k 52.10
2025-03-31 $766k 17k 46.02

More positions owned by Wagner Bowman Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Wagner Bowman Management

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
Wells Fargo & Company
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial
Bank of New York Mellon
Principle Wealth Partners
Wealth Enhancement Advisory Services
Ameriprise Financial
Johnson Financial Group
Envestnet Asset Management
UBS Group
Royal Bank of Canada
Means Investment
Lido Advisors

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