Gallagher Benefit Services’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Gallagher Benefit 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
2022 Q4	$238K	Buy	+8,620	New	+$243K	0.05%	163

Other funds holding XLG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GWSG

GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gallagher Benefit Services's XLG Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q4 2022: 8,620 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #163 among its holdings.

204 funds tracked by Wall St. Rank hold XLG as of Q4 2022.

Gallagher Benefit Services held 8,620 shares of Invesco S&P 500 Top 50 ETF worth $238K as of Q4 2022.
Invesco S&P 500 Top 50 ETF was a new Gallagher Benefit Services position in Q4 2022.
Invesco S&P 500 Top 50 ETF made up 0.05% of Gallagher Benefit Services's portfolio in Q4 2022, its #163 holding.
204 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.