Benedetti & Gucer’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Benedetti & Gucer’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 Q1	$372K	Sell	8,827 -349	-4%	-$14K	0.18%	93
2023 Q4	$346K	Sell	9,176 -99	-1%	-$3.53K	0.18%	96
2023 Q3	$315K	Sell	9,275 -85	-0.9%	-$2.99K	0.17%	103
2023 Q2	$327K	Buy	+9,360	New	+$305K	0.17%	107
2023 Q1	–	Sell	-8,850	Closed	-$244K	–	161
2022 Q4	$244K	Sell	8,850 -490	-5%	-$13.8K	0.18%	79
2022 Q3	$251K	Sell	9,340 -70	-0.7%	-$2.11K	0.2%	73
2022 Q2	$270K	Sell	9,410 -110	-1%	-$3.43K	0.18%	71
2022 Q1	$334K	Sell	9,520 -170	-2%	-$5.85K	0.22%	65
2021 Q4	$357K	Hold	9,690	–	–	0.24%	56
2021 Q3	$319K	Buy	9,690 +270	+3%	+$9.14K	0.24%	61
2021 Q2	$306K	Buy	9,420 +2,210	+31%	+$69.3K	0.27%	57
2021 Q1	$214K	Buy	+7,210	New	+$210K	0.2%	77

Other funds holding XLG

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

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

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

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

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

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

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

WSTAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Benedetti & Gucer's XLG Position: Q1 2024 in Review

Benedetti & Gucer reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.8% in Q1 2024, selling an estimated $14K and leaving 8,827 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #93.

Benedetti & Gucer first reported a position in XLG in Q1 2021 and has held it in 12 quarters since. 340 funds tracked by Wall St. Rank hold XLG as of Q1 2024.

Benedetti & Gucer held 8,827 shares of Invesco S&P 500 Top 50 ETF worth $372K as of Q1 2024.
Benedetti & Gucer sold 349 Invesco S&P 500 Top 50 ETF shares in Q1 2024, an estimated $14K.
Invesco S&P 500 Top 50 ETF made up 0.18% of Benedetti & Gucer's portfolio in Q1 2024, its #93 holding.
Benedetti & Gucer first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2021 and has held it in 12 quarters since.
340 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.