Gradient Investments’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Gradient Investments’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	–	Sell	-330	Closed	-$12.4K	–	1863
2023 Q4	$12.4K	Hold	330	–	–	﹤0.01%	798
2023 Q3	$11.2K	Hold	330	–	–	﹤0.01%	789
2023 Q2	$11.5K	Hold	330	–	–	﹤0.01%	785
2023 Q1	$10.2K	Hold	330	–	–	﹤0.01%	810
2022 Q4	$9.11K	Hold	330	–	–	﹤0.01%	832
2022 Q3	$9K	Sell	330 -450	-58%	-$13.6K	﹤0.01%	832
2022 Q2	$22K	Hold	780	–	–	﹤0.01%	633
2022 Q1	$27K	Buy	780 +10	+1%	+$344	﹤0.01%	595
2021 Q4	$29K	Hold	770	–	–	﹤0.01%	591
2021 Q3	$25K	Hold	770	–	–	﹤0.01%	609
2021 Q2	$25K	Hold	770	–	–	﹤0.01%	597
2021 Q1	$23K	Buy	770 +10	+1%	+$291	﹤0.01%	600
2020 Q4	$20K	Hold	760	–	–	﹤0.01%	579
2020 Q3	$20K	Hold	760	–	–	﹤0.01%	582
2020 Q2	$18K	Hold	760	–	–	﹤0.01%	551
2020 Q1	$15K	Buy	760 +10	+1%	+$225	﹤0.01%	576
2019 Q4	$18K	Hold	750	–	–	﹤0.01%	585
2019 Q3	$16K	Hold	750	–	–	﹤0.01%	563
2019 Q2	$16K	Buy	750 +10	+1%	+$207	﹤0.01%	557
2019 Q1	$15K	Hold	740	–	–	﹤0.01%	496
2018 Q4	$13K	Buy	740 +10	+1%	+$194	﹤0.01%	532
2018 Q3	$15K	Hold	730	–	–	﹤0.01%	564
2018 Q2	$14K	Hold	730	–	–	﹤0.01%	554
2018 Q1	$14K	Buy	+730	New	+$14.2K	﹤0.01%	562

Other funds holding XLG

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments's XLG Position: Q1 2024 in Review

Gradient Investments sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q1 2024, closing a stake of 330 shares — an estimated $12.4K sold.

Gradient Investments first reported a position in XLG in Q1 2018 and held it in 24 quarters. The position peaked at $29K in Q4 2021. 340 funds tracked by Wall St. Rank hold XLG as of Q1 2024.

Gradient Investments reported no remaining Invesco S&P 500 Top 50 ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 330 Invesco S&P 500 Top 50 ETF shares in Q1 2024, an estimated $12.4K.
Gradient Investments first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2018 and held it in 24 quarters.
Gradient Investments's Invesco S&P 500 Top 50 ETF position peaked at $29K in Q4 2021.
340 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.