Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Householder Group Estate & Retirement Specialist’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	-20,681	Closed	-$982K	–	1248
2024 Q3	$982K	Buy	20,681 +1,675	+9%	+$77K	0.29%	76
2024 Q2	$869K	Sell	19,006 -1,324	-7%	-$56.8K	0.24%	90
2024 Q1	$857K	Sell	20,330 -3,781	-16%	-$152K	0.25%	86
2023 Q4	$909K	Buy	+24,111	New	+$861K	0.3%	67

Other funds holding XLG

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's XLG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2024, closing a stake of 20,681 shares — an estimated $982K sold.

Householder Group Estate & Retirement Specialist first reported a position in XLG in Q4 2023 and held it in 4 quarters. The position peaked at $982K in Q3 2024. 472 funds tracked by Wall St. Rank hold XLG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 20,681 Invesco S&P 500 Top 50 ETF shares in Q4 2024, an estimated $982K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2023 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P 500 Top 50 ETF position peaked at $982K in Q3 2024.
472 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.