Aspire Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Aspire Wealth Management’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
2024 Q3	$1.93M	Sell	40,682 -1,284	-3%	-$59K	1.04%	20
2024 Q2	$1.92M	Sell	41,966 -727	-2%	-$31.2K	1.1%	20
2024 Q1	$1.8M	Buy	42,693 +475	+1%	+$19.1K	1.09%	22
2023 Q4	$1.59M	Sell	42,218 -822	-2%	-$29.3K	1.08%	21
2023 Q3	$1.46M	Buy	43,040 +2,530	+6%	+$89K	1.11%	21
2023 Q2	$1.42M	Buy	40,510 +380	+0.9%	+$12.4K	1.07%	20
2023 Q1	$1.25M	Hold	40,130	–	–	1.01%	22
2022 Q4	$1.11M	Sell	40,130 -1,110	-3%	-$31.3K	0.96%	21
2022 Q3	$1.11M	Buy	41,240 +10,270	+33%	+$310K	1.05%	23
2022 Q2	$888K	Buy	30,970 +1,000	+3%	+$31.2K	0.82%	27
2022 Q1	$1.05M	Hold	29,970	–	–	0.83%	29
2021 Q4	$1.11M	Buy	+29,970	New	+$1.07M	0.9%	28

Other funds holding XLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aspire Wealth Management's XLG Position: Q3 2024 in Review

Aspire Wealth Management reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.1% in Q3 2024, selling an estimated $59K and leaving 40,682 shares worth $1.93M. The position accounts for 1.04% of the portfolio, ranked #20.

Aspire Wealth Management first reported a position in XLG in Q4 2021 and has held it in 12 quarters since. 415 funds tracked by Wall St. Rank hold XLG as of Q3 2024.

Aspire Wealth Management held 40,682 shares of Invesco S&P 500 Top 50 ETF worth $1.93M as of Q3 2024.
Aspire Wealth Management sold 1,284 Invesco S&P 500 Top 50 ETF shares in Q3 2024, an estimated $59K.
Invesco S&P 500 Top 50 ETF made up 1.04% of Aspire Wealth Management's portfolio in Q3 2024, its #20 holding.
Aspire Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and has held it in 12 quarters since.
415 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.