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GHP Investment Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

GHP Investment 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
-3,100
Closed -$147K – 1043
2024
Q3 		$147K Buy
+3,100
New +$142K 0.01% 408

Other funds holding XLG

DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

GHP Investment Advisors's XLG Position: Q4 2024 in Review

GHP Investment Advisors sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, closing a stake of 3,100 shares — an estimated $147K sold.

GHP Investment Advisors first reported a position in XLG in Q3 2024 and held it in 1 quarter. The position peaked at $147K in Q3 2024. 472 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

  • GHP Investment Advisors reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 3,100 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $147K.
  • GHP Investment Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and held it in 1 quarter.
  • GHP Investment Advisors's Invesco S&P 500 Top 50 ETF position peaked at $147K in Q3 2024.
  • 472 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.