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Invesco S&p 500 Top 50 Etf shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $6.5M 140k 46.02
2024-12-31 $7.5M 151k 49.96

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

Top funds holding Invesco S&p 500 Top 50 Etf

LPL Financial
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
Means Investment

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