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

BKM 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
Q1 		– Sell
-1,206
Closed -$45.5K – 575
2023
Q4 		$45.5K Buy
+1,206
New +$43K 0.02% 266

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BKM Wealth Management's XLG Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2024, closing a stake of 1,206 shares — an estimated $45.5K sold.

BKM Wealth Management first reported a position in XLG in Q4 2023 and held it in 1 quarter. The position peaked at $45.5K in Q4 2023. 340 funds tracked by Wall St. Rank hold XLG as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,206 Invesco S&P 500 Top 50 ETF shares in Q1 2024, an estimated $45.5K.
  • BKM Wealth Management first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco S&P 500 Top 50 ETF position peaked at $45.5K in Q4 2023.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.