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AF
Affiance Financial’s
Invesco S&P 500 Top 50 ETF
XLG
Stock Holding History
Affiance Financial’s Portfolio
XLG Stock Details
XLG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-2,250
Closed
-$62.1K
–
420
2022
Q4
$62.1K
Hold
2,250
–
–
0.03%
156
2022
Q3
$61K
Hold
2,250
–
–
0.03%
95
2022
Q2
$64K
Hold
2,250
–
–
0.03%
97
2022
Q1
$79K
Hold
2,250
–
–
0.04%
108
2021
Q4
$83K
Hold
2,250
–
–
0.03%
121
2021
Q3
$74K
Hold
2,250
–
–
0.03%
125
2021
Q2
$73K
Hold
2,250
–
–
0.03%
129
2021
Q1
$67K
Hold
2,250
–
–
0.03%
126
2020
Q4
$64K
Hold
2,250
–
–
0.03%
114
2020
Q3
$59K
Hold
2,250
–
–
0.03%
111
2020
Q2
$54K
Hold
2,250
–
–
0.03%
107
2020
Q1
$44K
Hold
2,250
–
–
0.03%
100
2019
Q4
$53K
Buy
+2,250
New
+$50K
0.03%
112
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$376B AUM
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk, Virginia
$3.57B AUM
21.11%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Osaic Holdings
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$68.3B AUM
20.5%
1-Year Est. Return
GWSG
GPS Wealth Strategies Group
Centennial, Colorado
$117M AUM
24.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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