CPFP
XLG icon

Clear Perspectives Financial Planning’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-150
Closed -$4K – 243
2022
Q2 		$4K Buy
+150
New +$4.67K ﹤0.01% 190

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clear Perspectives Financial Planning's XLG Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q3 2022, closing a stake of 150 shares — an estimated $4K sold.

Clear Perspectives Financial Planning first reported a position in XLG in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 203 funds tracked by Wall St. Rank hold XLG as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining Invesco S&P 500 Top 50 ETF position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 150 Invesco S&P 500 Top 50 ETF shares in Q3 2022, an estimated $4K.
  • Clear Perspectives Financial Planning first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Invesco S&P 500 Top 50 ETF position peaked at $4K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.