CPA
XLG icon

Clear Point Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Clear Point 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
Q4 		– Sell
-10
Closed -$480 – 541
2024
Q3 		$480 Hold
10
– – ﹤0.01% 508
2024
Q2 		$462 Hold
10
– – ﹤0.01% 502
2024
Q1 		$424 Hold
10
– – ﹤0.01% 507
2023
Q4 		$379 Buy
+10
New +$357 ﹤0.01% 498

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clear Point Advisors's XLG Position: Q4 2024 in Review

Clear Point Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, closing a stake of 10 shares — an estimated $480 sold.

Clear Point Advisors first reported a position in XLG in Q4 2023 and held it in 4 quarters. The position peaked at $480 in Q3 2024. 473 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

  • Clear Point Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 10 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $480.
  • Clear Point Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Invesco S&P 500 Top 50 ETF position peaked at $480 in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.