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First Personal Financial Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

First Personal Financial Services’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
Q3 		$100K Hold
2,113
– – 0.02% 163
2024
Q2 		$96.7K Buy
+2,113
New +$90.7K 0.02% 156

Other funds holding XLG

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
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Personal Financial Services's XLG Position: Q3 2024 in Review

First Personal Financial Services held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q3 2024 at 2,113 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #163.

First Personal Financial Services first reported a position in XLG in Q2 2024 and has held it in 2 quarters since. 415 funds tracked by Wall St. Rank hold XLG as of Q3 2024.

  • First Personal Financial Services held 2,113 shares of Invesco S&P 500 Top 50 ETF worth $100K as of Q3 2024.
  • First Personal Financial Services left its Invesco S&P 500 Top 50 ETF share count unchanged in Q3 2024.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #163 holding.
  • First Personal Financial Services first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2024 and has held it in 2 quarters since.
  • 415 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.