Intrua Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Intrua Financial’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	–	Sell	-73,700	Closed	-$1.98M	–	345
2022 Q3	$1.98M	Buy	73,700 +510	+0.7%	+$15.4K	0.53%	41
2022 Q2	$2.1M	Sell	73,190 -29,900	-29%	-$932K	0.45%	48
2022 Q1	$3.62M	Buy	103,090 +2,980	+3%	+$102K	0.65%	31
2021 Q4	$3.69M	Sell	100,110 -3,530	-3%	-$126K	0.65%	29
2021 Q3	$3.65M	Buy	+103,640	New	+$3.51M	0.67%	29

Other funds holding XLG

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

WSTAM

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

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

GWSG

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

Intrua Financial's XLG Position: Q4 2022 in Review

Intrua Financial sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2022, closing a stake of 73,700 shares — an estimated $1.98M sold.

Intrua Financial first reported a position in XLG in Q3 2021 and held it in 5 quarters. The position peaked at $3.69M in Q4 2021. 205 funds tracked by Wall St. Rank hold XLG as of Q4 2022.

Intrua Financial reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2022 after selling out during the quarter.
Intrua Financial sold 73,700 Invesco S&P 500 Top 50 ETF shares in Q4 2022, an estimated $1.98M.
Intrua Financial first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2021 and held it in 5 quarters.
Intrua Financial's Invesco S&P 500 Top 50 ETF position peaked at $3.69M in Q4 2021.
205 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2022.

Based on Intrua Financial's 13F filing for Q4 2022, filed 20 Jan 2023.