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

Beaird Harris 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
Q2 		– Sell
-90
Closed -$3.79K – 800
2024
Q1 		$3.79K Buy
+90
New +$3.62K ﹤0.01% 417

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beaird Harris Wealth Management's XLG Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2024, closing a stake of 90 shares — an estimated $3.79K sold.

Beaird Harris Wealth Management first reported a position in XLG in Q1 2024 and held it in 1 quarter. The position peaked at $3.79K in Q1 2024. 384 funds tracked by Wall St. Rank hold XLG as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 90 Invesco S&P 500 Top 50 ETF shares in Q2 2024, an estimated $3.79K.
  • Beaird Harris Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $3.79K in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.