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BLB&B Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

BLB&B Advisors’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
-5,377
Closed -$227K – 286
2024
Q1 		$227K Buy
+5,377
New +$216K 0.01% 260

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BLB&B Advisors's XLG Position: Q2 2024 in Review

BLB&B Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q2 2024, closing a stake of 5,377 shares — an estimated $227K sold.

BLB&B Advisors first reported a position in XLG in Q1 2024 and held it in 1 quarter. The position peaked at $227K in Q1 2024. 384 funds tracked by Wall St. Rank hold XLG as of Q2 2024.

  • BLB&B Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q2 2024 after selling out during the quarter.
  • BLB&B Advisors sold 5,377 Invesco S&P 500 Top 50 ETF shares in Q2 2024, an estimated $227K.
  • BLB&B Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2024 and held it in 1 quarter.
  • BLB&B Advisors's Invesco S&P 500 Top 50 ETF position peaked at $227K in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2024.

Based on BLB&B Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.