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GWSG
GPS Wealth Strategies Group’s
Invesco S&P 500 Top 50 ETF
XLG
Stock Holding History
GPS Wealth Strategies Group’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
2025
Q4
$5M
Sell
84,420
-1,268,887
-94%
-$74.6M
4.26%
3
2025
Q3
$77.8M
Buy
1,353,307
+19,966
+1%
+$1.09M
8.22%
2
2025
Q2
$69.5M
Buy
1,333,341
+97,328
+8%
+$4.63M
8%
2
2025
Q1
$56.9M
Buy
1,236,013
+61,028
+5%
+$3.01M
7.67%
1
2024
Q4
$58.7M
Buy
1,174,985
+89,392
+8%
+$4.4M
7.54%
2
2024
Q3
$51.6M
Buy
1,085,593
+157,699
+17%
+$7.25M
6.87%
2
2024
Q2
$42.5M
Buy
927,894
+60,665
+7%
+$2.6M
6.38%
2
2024
Q1
$36.5M
Buy
867,229
+77,411
+10%
+$3.11M
5.92%
2
2023
Q4
$29.8M
Buy
789,818
+50,417
+7%
+$1.8M
5.44%
3
2023
Q3
$25.1M
Buy
739,401
+13,561
+2%
+$477K
4.82%
3
2023
Q2
$25.4M
Buy
725,840
+25,780
+4%
+$840K
4.73%
4
2023
Q1
$21.7M
Sell
700,060
-171,360
-20%
-$5.03M
4.5%
4
2022
Q4
$24M
Sell
871,420
-80,410
-8%
-$2.27M
7.23%
3
2022
Q3
$25.6M
Buy
951,830
+243,980
+34%
+$7.36M
6.47%
2
2022
Q2
$20.3M
Buy
707,850
+485,680
+219%
+$15.1M
5.21%
4
2022
Q1
$7.81M
Buy
222,170
+124,960
+129%
+$4.3M
1.76%
10
2021
Q4
$3.59M
Buy
97,210
+46,930
+93%
+$1.67M
0.79%
20
2021
Q3
$1.66M
Buy
50,280
+8,110
+19%
+$275K
0.41%
44
2021
Q2
$1.37M
Buy
42,170
+27,970
+197%
+$877K
0.35%
50
2021
Q1
$421K
Buy
+14,200
New
+$414K
0.12%
111
Other funds holding XLG
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
PWP
Principle Wealth Partners
Madison, Connecticut
$1.75B AUM
21.63%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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