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

Other funds holding XLG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Affiance Financial's XLG Position: Q1 2023 in Review

Affiance Financial sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2023, closing a stake of 2,250 shares — an estimated $62.1K sold.

Affiance Financial first reported a position in XLG in Q4 2019 and held it in 13 quarters. The position peaked at $83K in Q4 2021. 209 funds tracked by Wall St. Rank hold XLG as of Q1 2023.

Affiance Financial reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 2,250 Invesco S&P 500 Top 50 ETF shares in Q1 2023, an estimated $62.1K.
Affiance Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and held it in 13 quarters.
Affiance Financial's Invesco S&P 500 Top 50 ETF position peaked at $83K in Q4 2021.
209 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.