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Burleson & Co’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Burleson & Co’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
2022
Q4 		$19.6K Buy
+710
New +$20K ﹤0.01% 233

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Burleson & Co's XLG Position: Q4 2022 in Review

Burleson & Co opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q4 2022: 710 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #233 among its holdings.

205 funds tracked by Wall St. Rank hold XLG as of Q4 2022.

  • Burleson & Co held 710 shares of Invesco S&P 500 Top 50 ETF worth $19.6K as of Q4 2022.
  • Invesco S&P 500 Top 50 ETF was a new Burleson & Co position in Q4 2022.
  • Invesco S&P 500 Top 50 ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #233 holding.
  • 205 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.