CA
XLG icon

Carson Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Carson Advisory’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
Q4 		– Sell
-16,932
Closed -$805K – 184
2024
Q3 		$805K Buy
16,932
+923
+6% +$42.4K 0.51% 57
2024
Q2 		$732K Sell
16,009
-1,018
-6% -$43.7K 0.51% 60
2024
Q1 		$717K Buy
17,027
+24
+0.1% +$965 0.5% 60
2023
Q4 		$641K Buy
17,003
+135
+0.8% +$4.82K 0.5% 65
2023
Q3 		$573K Sell
16,868
-712
-4% -$25K 0.5% 66
2023
Q2 		$615K Buy
17,580
+2,310
+15% +$75.3K 0.52% 63
2023
Q1 		$474K Buy
15,270
+5,690
+59% +$167K 0.42% 75
2022
Q4 		$265K Buy
9,580
+780
+9% +$22K 0.25% 97
2022
Q3 		$237K Buy
8,800
+360
+4% +$10.9K 0.26% 99
2022
Q2 		$242K Buy
8,440
+1,370
+19% +$42.7K 0.27% 97
2022
Q1 		$248K Buy
7,070
+1,320
+23% +$45.4K 0.25% 101
2021
Q4 		$212K Buy
+5,750
New +$205K 0.21% 124

Other funds holding XLG

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Carson Advisory's XLG Position: Q4 2024 in Review

Carson Advisory sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, closing a stake of 16,932 shares — an estimated $805K sold.

Carson Advisory first reported a position in XLG in Q4 2021 and held it in 12 quarters. The position peaked at $805K in Q3 2024. 472 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

  • Carson Advisory reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Advisory sold 16,932 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $805K.
  • Carson Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2021 and held it in 12 quarters.
  • Carson Advisory's Invesco S&P 500 Top 50 ETF position peaked at $805K in Q3 2024.
  • 472 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on Carson Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.