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Connectus Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Connectus Wealth’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
Q1 		$4.99M Buy
118,404
+10,325
+10% +$415K 0.14% 123
2023
Q4 		$4.08M Buy
+108,079
New +$3.86M 0.08% 185

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Connectus Wealth's XLG Position: Q1 2024 in Review

Connectus Wealth increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 9.6% in Q1 2024, buying an estimated $415K and bringing the position to 118,404 shares worth $4.99M. The position accounts for 0.14% of the portfolio, ranked #123.

Connectus Wealth first reported a position in XLG in Q4 2023 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold XLG as of Q1 2024.

  • Connectus Wealth held 118,404 shares of Invesco S&P 500 Top 50 ETF worth $4.99M as of Q1 2024.
  • Connectus Wealth bought 10,325 Invesco S&P 500 Top 50 ETF shares in Q1 2024, an estimated $415K.
  • Invesco S&P 500 Top 50 ETF made up 0.14% of Connectus Wealth's portfolio in Q1 2024, its #123 holding.
  • Connectus Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.